Sageworth Trust’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1
| Closed | – | – | 554 |
|
|
2022
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 475 |
|
|
2022
Q1 | – | Sell |
-30
| Closed | -$18K | – | 615 |
|
|
2021
Q4 | $18K | Sell |
30
-100
| -77% | -$60K | ﹤0.01% | 199 |
|
|
2021
Q3 | $79K | Hold |
130
| – | – | 0.01% | 135 |
|
|
2021
Q2 | $69K | Buy |
+130
| New | +$69K | 0.01% | 187 |
|