SWM
Salvus Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
819
-5
| -0.6% | -$2.88K | 0.28% | 84 |
|
|
2025
Q1 | $466K | Buy |
824
+21
| +3% | +$11.9K | 0.29% | 86 |
|
|
2024
Q4 | $482K | Buy |
803
+22
| +3% | +$13.2K | 0.31% | 85 |
|
|
2024
Q3 | $455K | Buy |
781
+290
| +59% | +$169K | 0.28% | 89 |
|
|
2024
Q2 | $237K | Buy |
+491
| New | +$237K | 0.16% | 102 |
|