Graves Light Lenhart Wealth’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-254
| Closed | -$156K | – | 727 |
|
|
2021
Q4 | $156K | Hold |
254
| – | – | 0.02% | 221 |
|
|
2021
Q3 | $155K | Hold |
254
| – | – | 0.02% | 204 |
|
|
2021
Q2 | $135K | Hold |
254
| – | – | 0.02% | 231 |
|
|
2021
Q1 | $106K | Sell |
254
-84
| -25% | -$35.1K | 0.02% | 263 |
|
|
2020
Q4 | $151K | Buy |
+338
| New | +$151K | 0.03% | 201 |
|