ERWM
Elk River Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Hold |
773
| – | – | 0.08% | 74 |
|
|
2025
Q1 | $437K | Sell |
773
-7
| -0.9% | -$3.96K | 0.08% | 71 |
|
|
2024
Q4 | $468K | Hold |
780
| – | – | 0.08% | 73 |
|
|
2024
Q3 | $455K | Hold |
780
| – | – | 0.08% | 72 |
|
|
2024
Q2 | $376K | Hold |
780
| – | – | 0.07% | 71 |
|
|
2024
Q1 | $437K | Hold |
780
| – | – | 0.09% | 72 |
|
|
2023
Q4 | $441K | Hold |
780
| – | – | 0.08% | 84 |
|
|
2023
Q3 | $400K | Hold |
780
| – | – | 0.09% | 83 |
|
|
2023
Q2 | $366K | Hold |
780
| – | – | 0.08% | 86 |
|
|
2023
Q1 | $437K | Hold |
780
| – | – | 0.1% | 79 |
|
|
2022
Q4 | $363K | Hold |
780
| – | – | 0.09% | 87 |
|
|
2022
Q3 | $329K | Hold |
780
| – | – | 0.09% | 84 |
|
|
2022
Q2 | $321K | Hold |
780
| – | – | 0.08% | 87 |
|
|
2022
Q1 | $392K | Hold |
780
| – | – | 0.09% | 88 |
|
|
2021
Q4 | $478K | Hold |
780
| – | – | 0.11% | 85 |
|
|
2021
Q3 | $475K | Hold |
780
| – | – | 0.12% | 82 |
|
|
2021
Q2 | $416K | Hold |
780
| – | – | 0.11% | 86 |
|
|
2021
Q1 | $327K | Hold |
780
| – | – | 0.09% | 94 |
|
|
2020
Q4 | $348K | Buy |
+780
| New | +$348K | 0.12% | 90 |
|