Focused Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-100
| Closed | -$6K | – | 695 |
|
2015
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 467 |
|
2015
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 475 |
|
2015
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 494 |
|
2014
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 511 |
|
2014
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 509 |
|
2014
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 510 |
|
2014
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 505 |
|
2013
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 502 |
|