Elk River Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Hold |
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|
2025
Q1 | $437K | Sell |
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|
2024
Q4 | $468K | Hold |
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|
2024
Q3 | $455K | Hold |
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|
2024
Q2 | $376K | Hold |
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|
2024
Q1 | $437K | Hold |
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|
2023
Q4 | $441K | Hold |
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|
2023
Q3 | $400K | Hold |
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|
2023
Q2 | $366K | Hold |
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|
2023
Q1 | $437K | Hold |
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|
2022
Q4 | $363K | Hold |
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|
2022
Q3 | $329K | Hold |
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|
2022
Q2 | $321K | Hold |
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|
2022
Q1 | $392K | Hold |
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|
2021
Q4 | $478K | Hold |
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|
2021
Q3 | $475K | Hold |
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|
2021
Q2 | $416K | Hold |
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|
2021
Q1 | $327K | Hold |
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|
2020
Q4 | $348K | Buy |
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