Transform Wealth’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $6.63M | Sell |
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|
2023
Q4 | $7.52M | Buy |
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|
2023
Q3 | $6.77M | Sell |
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|
2023
Q2 | $8.16M | Buy |
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|
2023
Q1 | $430K | Sell |
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|
2022
Q4 | $383K | Sell |
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|
2022
Q3 | $404K | Sell |
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|
2022
Q2 | $460K | Sell |
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|
2022
Q1 | $612K | Sell |
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|
2021
Q4 | $804K | Sell |
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|
2021
Q3 | $919K | Sell |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $858K | Sell |
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|
2020
Q4 | $918K | Hold |
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|
2020
Q3 | $734K | Sell |
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|
2020
Q2 | $723K | Sell |
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|
2020
Q1 | $654K | Sell |
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|
2019
Q4 | $718K | Buy |
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|
2019
Q3 | $583K | Sell |
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|
2019
Q2 | $1.28M | Buy |
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