Gen-Wealth Partners’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Buy |
1,700
+172
| +11% | +$99.2K | 0.38% | 70 |
|
|
2025
Q1 | $864K | Buy |
1,528
+179
| +13% | +$101K | 0.36% | 71 |
|
|
2024
Q4 | $810K | Buy |
1,349
+294
| +28% | +$176K | 0.35% | 64 |
|
|
2024
Q3 | $600K | Buy |
1,055
+369
| +54% | +$210K | 0.26% | 96 |
|
|
2024
Q2 | $330K | Buy |
686
+208
| +44% | +$100K | 0.16% | 155 |
|
|
2024
Q1 | $268K | Buy |
+478
| New | +$268K | 0.13% | 169 |
|