Schwarz Dygos Wheeler Investment Advisors’s Madison Square Garden MSGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,070
| Closed | -$208K | – | 141 |
|
|
2023
Q1 | $208K | Buy |
+1,070
| New | +$208K | 0.08% | 128 |
|
|
2021
Q4 | – | Sell |
-1,100
| Closed | -$205K | – | 138 |
|
|
2021
Q3 | $205K | Buy |
+1,100
| New | +$205K | 0.08% | 126 |
|
|
2020
Q2 | – | Sell |
-1,454
| Closed | -$219K | – | 94 |
|
|
2020
Q1 | $219K | Buy |
1,454
+154
| +12% | +$23.2K | 0.19% | 70 |
|
|
2019
Q4 | $273K | Buy |
1,300
+84
| +7% | +$17.6K | 0.19% | 71 |
|
|
2019
Q3 | $228K | Buy |
1,216
+169
| +16% | +$31.7K | 0.18% | 73 |
|
|
2019
Q2 | $209K | Buy |
+1,047
| New | +$209K | 0.17% | 74 |
|