One Wealth Capital Management’s MSCI MSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$660K Sell
2025
Q3
$693K Sell
2025
Q2
$735K Buy
2025
Q1
$718K Sell
2024
Q4
$774K Buy