MWM
MorganRosel Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,182
| Closed | -$974K | – | 85 |
|
|
2020
Q4 | $974K | Buy |
2,182
+58
| +3% | +$25.9K | 0.69% | 30 |
|
|
2020
Q3 | $758K | Buy |
2,124
+87
| +4% | +$31K | 0.61% | 29 |
|
|
2020
Q2 | $680K | Sell |
2,037
-94
| -4% | -$31.4K | 0.63% | 28 |
|
|
2020
Q1 | $616K | Sell |
2,131
-955
| -31% | -$276K | 0.7% | 27 |
|
|
2019
Q4 | $797K | Sell |
3,086
-133
| -4% | -$34.3K | 0.61% | 31 |
|
|
2019
Q3 | $701K | Buy |
+3,219
| New | +$701K | 0.58% | 41 |
|