Nicola Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,862
| Closed | -$1.29M | – | 119 |
|
|
2020
Q2 | $1.29M | Hold |
3,862
| – | – | 0.18% | 99 |
|
|
2020
Q1 | $1.57M | Hold |
3,862
| – | – | 0.24% | 89 |
|
|
2019
Q4 | $1.3M | Hold |
3,862
| – | – | 0.19% | 87 |
|
|
2019
Q3 | $1.11M | Hold |
3,862
| – | – | 0.17% | 87 |
|
|
2019
Q2 | $1.21M | Buy |
+3,862
| New | +$1.21M | 0.2% | 86 |
|