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Engrave Wealth Partners’s MSCI MSCI Stock Holding History

Engrave Wealth Partners’s Portfolio MSCI Stock Details MSCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-9
Closed -$3K – 294
2020
Q2 		$3K Sell
9
-3
-25% -$1K ﹤0.01% 364
2020
Q1 		$3K Sell
12
-21
-64% -$5.25K ﹤0.01% 328
2019
Q4 		$8K Buy
+33
New +$8K 0.01% 325