DWM
Darwin Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-546
| Closed | -$275K | – | 171 |
|
|
2022
Q1 | $275K | Buy |
546
+117
| +27% | +$58.9K | 0.05% | 148 |
|
|
2021
Q4 | $221K | Buy |
+429
| New | +$221K | 0.03% | 158 |
|
|
2021
Q2 | – | Sell |
-12,107
| Closed | -$5.08M | – | 183 |
|
|
2021
Q1 | $5.08M | Sell |
12,107
-568
| -4% | -$238K | 0.89% | 29 |
|
|
2020
Q4 | $5.66M | Buy |
12,675
+2,122
| +20% | +$948K | 1.06% | 23 |
|
|
2020
Q3 | $3.76M | Buy |
+10,553
| New | +$3.76M | 0.81% | 31 |
|