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GK Wealth Management’s MSCI MSCI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-395
Closed -$224K 159
2025
Q1
$224K Sell
395
-122
-24% -$69K 0.25% 111
2024
Q4
$310K Buy
+517
New +$310K 0.39% 77