Private Wealth Management Group’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Hold |
20
| – | – | ﹤0.01% | 442 |
|
|
2025
Q1 | $11.3K | Hold |
20
| – | – | ﹤0.01% | 429 |
|
|
2024
Q4 | $12K | Hold |
20
| – | – | ﹤0.01% | 423 |
|
|
2024
Q3 | $11.7K | Hold |
20
| – | – | ﹤0.01% | 416 |
|
|
2024
Q2 | $9.64K | Hold |
20
| – | – | ﹤0.01% | 451 |
|
|
2024
Q1 | $11.2K | Hold |
20
| – | – | 0.01% | 379 |
|
|
2023
Q4 | $11.3K | Buy |
+20
| New | +$11.3K | 0.01% | 381 |
|