Dogwood Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5
| Closed | -$2.83K | – | 724 |
|
|
2025
Q1 | $2.83K | Buy |
+5
| New | +$2.83K | ﹤0.01% | 298 |
|
|
2024
Q4 | – | Hold |
0
| – | -$5 | – | 526 |
|
|
2024
Q3 | – | Hold |
0
| – | -$4 | – | 333 |
|
|
2024
Q2 | – | Hold |
0
| – | -$5 | – | 399 |
|
|
2024
Q1 | – | Hold |
0
| – | -$7 | – | 359 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 341 |
|