Eschler Asset Management’s MarketWise MKTW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-5,543
| Closed | -$62.9K | – | 55 |
|
2024
Q4 | $62.9K | Buy |
+5,543
| New | +$62.9K | 0.15% | 49 |
|
2024
Q2 | – | Sell |
-5,543
| Closed | -$258K | – | 90 |
|
2024
Q1 | $258K | Hold |
5,543
| – | – | 0.17% | 87 |
|
2023
Q4 | $303K | Buy |
+5,543
| New | +$303K | 0.24% | 62 |
|
2023
Q3 | – | Sell |
-5,543
| Closed | -$222K | – | 78 |
|
2023
Q2 | $222K | Hold |
5,543
| – | – | 0.31% | 44 |
|
2023
Q1 | $205K | Hold |
5,543
| – | – | 0.16% | 62 |
|
2022
Q4 | $186K | Hold |
5,543
| – | – | 0.35% | 45 |
|
2022
Q3 | $253K | Buy |
5,543
+319
| +6% | +$14.6K | 0.56% | 34 |
|
2022
Q2 | $376K | Sell |
5,224
-1,027
| -16% | -$73.9K | 0.77% | 31 |
|
2022
Q1 | $626K | Hold |
6,251
| – | – | 0.59% | 21 |
|
2021
Q4 | $943K | Buy |
+6,251
| New | +$943K | 1.21% | 19 |
|