Dynasty 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 | $2.14M | Sell |
3,718
-95
| -2% | -$54.8K | 0.04% | 77 |
|
|
2025
Q1 | $2.16M | Buy |
3,813
+35
| +0.9% | +$19.8K | 0.04% | 82 |
|
|
2024
Q4 | $2.27M | Buy |
3,778
+95
| +3% | +$57K | 0.04% | 87 |
|
|
2024
Q3 | $2.15M | Buy |
3,683
+918
| +33% | +$535K | 0.06% | 68 |
|
|
2024
Q2 | $1.33M | Buy |
+2,765
| New | +$1.33M | 0.04% | 107 |
|