KWM
Kolinsky Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $203K | Sell |
338
-12
| -3% | -$7.2K | 0.12% | 170 |
|
|
2024
Q3 | $204K | Buy |
+350
| New | +$204K | 0.13% | 165 |
|
|
2024
Q2 | – | Sell |
-456
| Closed | -$256K | – | 161 |
|
|
2024
Q1 | $256K | Sell |
456
-10
| -2% | -$5.6K | 0.2% | 116 |
|
|
2023
Q4 | $264K | Sell |
466
-29
| -6% | -$16.4K | 0.23% | 110 |
|
|
2023
Q3 | $254K | Buy |
495
+10
| +2% | +$5.13K | 0.25% | 95 |
|
|
2023
Q2 | $224K | Sell |
485
-32
| -6% | -$14.8K | 0.21% | 114 |
|
|
2023
Q1 | $289K | Sell |
517
-11
| -2% | -$6.15K | 0.31% | 82 |
|
|
2022
Q4 | $246K | Buy |
+528
| New | +$246K | 0.28% | 101 |
|
|
2022
Q2 | – | Sell |
-456
| Closed | -$229K | – | 142 |
|
|
2022
Q1 | $229K | Buy |
456
+62
| +16% | +$31.1K | 0.22% | 118 |
|
|
2021
Q4 | $241K | Buy |
+394
| New | +$241K | 0.22% | 119 |
|