RWM
Ruedi Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$1.13K | – | 227 |
|
|
2025
Q1 | $1.13K | Hold |
2
| – | – | ﹤0.01% | 288 |
|
|
2024
Q4 | $1.2K | Hold |
2
| – | – | ﹤0.01% | 289 |
|
|
2024
Q3 | $1.17K | Sell |
2
-1
| -33% | -$583 | ﹤0.01% | 295 |
|
|
2024
Q2 | $1.45K | Buy |
+3
| New | +$1.45K | ﹤0.01% | 349 |
|