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My Legacy Advisors’s MSCI MSCI Stock Holding History

My Legacy Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-368
Closed -$209K – 209
2022
Q4 		$209K Buy
+368
New +$209K 0.09% 202
2022
Q2 		– Sell
-523
Closed -$263K – 207
2022
Q1 		$263K Buy
+523
New +$263K 0.12% 162