JSW
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Journey Strategic Wealth’s MSCI MSCI Stock Holding History

Journey Strategic Wealth’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$300K Buy
521
+65
+14% +$37.5K 0.01% 430
2025
Q1 		$258K Buy
456
+47
+11% +$26.6K 0.01% 381
2024
Q4 		$245K Sell
409
-4
-1% -$2.4K 0.01% 396
2024
Q3 		$241K Buy
+413
New +$241K 0.01% 404