SteelPeak Wealth’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
+1,080
| New | +$623K | 0.02% | 324 |
|
|
2024
Q3 | – | Sell |
-2,069
| Closed | -$997K | – | 489 |
|
|
2024
Q2 | $997K | Buy |
2,069
+816
| +65% | +$393K | 0.05% | 219 |
|
|
2024
Q1 | $702K | Buy |
1,253
+53
| +4% | +$29.7K | 0.04% | 251 |
|
|
2023
Q4 | $679K | Buy |
1,200
+400
| +50% | +$226K | 0.04% | 241 |
|
|
2023
Q3 | $410K | Buy |
+800
| New | +$410K | 0.03% | 268 |
|