Evolution Wealth Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12
| Closed | -$7K | – | 453 |
|
|
2021
Q3 | $7K | Hold |
12
| – | – | ﹤0.01% | 457 |
|
|
2021
Q2 | $6K | Sell |
12
-21
| -64% | -$10.5K | ﹤0.01% | 482 |
|
|
2021
Q1 | $14K | Buy |
33
+21
| +175% | +$8.91K | ﹤0.01% | 359 |
|
|
2020
Q4 | $5K | Hold |
12
| – | – | ﹤0.01% | 451 |
|
|
2020
Q3 | $4K | Hold |
12
| – | – | ﹤0.01% | 465 |
|
|
2020
Q2 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 396 |
|
|
2020
Q1 | – | Sell |
-96
| Closed | -$25K | – | 531 |
|
|
2019
Q4 | $25K | Buy |
96
+84
| +700% | +$21.9K | 0.01% | 206 |
|
|
2019
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 372 |
|
|
2019
Q2 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 355 |
|