GWMIA
Global Wealth Management Investment Advisory’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8
| Closed | -$3K | – | 553 |
|
|
2020
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 483 |
|
|
2020
Q1 | $2K | Sell |
8
-7
| -47% | -$1.75K | ﹤0.01% | 512 |
|
|
2019
Q4 | $4K | Buy |
15
+7
| +88% | +$1.87K | ﹤0.01% | 462 |
|
|
2019
Q3 | $2K | Sell |
8
-51
| -86% | -$12.8K | ﹤0.01% | 528 |
|
|
2019
Q2 | $14K | Buy |
+59
| New | +$14K | 0.01% | 325 |
|