DWA
Delos Wealth Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$566 | – | 419 |
|
|
2023
Q4 | $566 | Hold |
1
| – | – | ﹤0.01% | 246 |
|
|
2023
Q3 | $544 | Hold |
1
| – | – | ﹤0.01% | 283 |
|
|
2023
Q2 | $470 | Hold |
1
| – | – | ﹤0.01% | 296 |
|
|
2023
Q1 | $560 | Hold |
1
| – | – | ﹤0.01% | 288 |
|
|
2022
Q4 | $465 | Hold |
1
| – | – | ﹤0.01% | 306 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 339 |
|
|
2022
Q1 | – | Sell |
-20
| Closed | -$12K | – | 364 |
|
|
2021
Q4 | $12K | Buy |
+20
| New | +$12K | 0.01% | 191 |
|