EWM
EPG Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,632
| Closed | -$951K | – | 434 |
|
|
2024
Q3 | $951K | Buy |
+1,632
| New | +$951K | 0.24% | 116 |
|
|
2024
Q2 | – | Sell |
-1,495
| Closed | -$838K | – | 131 |
|
|
2024
Q1 | $838K | Buy |
1,495
+22
| +1% | +$12.3K | 0.21% | 129 |
|
|
2023
Q4 | $848K | Buy |
+1,473
| New | +$848K | 0.22% | 119 |
|
|
2020
Q2 | – | Sell |
-15
| Closed | -$4K | – | 541 |
|
|
2020
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 630 |
|
|
2019
Q4 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 548 |
|