HWP
Hefty Wealth Partners’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $6K | Hold |
42
| – | – | ﹤0.01% | 202 |
|
|
2017
Q4 | $5K | Hold |
42
| – | – | ﹤0.01% | 213 |
|
|
2017
Q3 | $5K | Hold |
42
| – | – | ﹤0.01% | 206 |
|
|
2017
Q2 | $4K | Hold |
42
| – | – | ﹤0.01% | 202 |
|
|
2017
Q1 | $4K | Hold |
42
| – | – | ﹤0.01% | 203 |
|
|
2016
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 210 |
|
|
2016
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 213 |
|
|
2016
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 186 |
|
|
2016
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 193 |
|
|
2015
Q4 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 181 |
|