MinichMacGregor Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-48
| Closed | -$22.3K | – | 429 |
|
|
2022
Q4 | $22.3K | Buy |
+48
| New | +$22.3K | 0.01% | 296 |
|
|
2018
Q4 | – | Sell |
-132
| Closed | -$23K | – | 345 |
|
|
2018
Q3 | $23K | Sell |
132
-1
| -0.8% | -$174 | 0.02% | 205 |
|
|
2018
Q2 | $22K | Hold |
133
| – | – | 0.02% | 204 |
|
|
2018
Q1 | $19K | Sell |
133
-7
| -5% | -$1K | 0.01% | 215 |
|
|
2017
Q4 | $17K | Sell |
140
-3
| -2% | -$364 | 0.01% | 223 |
|
|
2017
Q3 | $16K | Hold |
143
| – | – | 0.01% | 222 |
|
|
2017
Q2 | $14K | Sell |
143
-14
| -9% | -$1.37K | 0.01% | 233 |
|
|
2017
Q1 | $15K | Sell |
157
-4
| -2% | -$382 | 0.01% | 218 |
|
|
2016
Q4 | $12K | Buy |
+161
| New | +$12K | 0.01% | 239 |
|