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Valley Wealth Managers’s MSCI MSCI Stock Holding History

Valley Wealth Managers’s Portfolio MSCI Stock Details MSCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$541K Buy
938
+21
+2% +$12.1K 0.04% 157
2025
Q1 		$519K Buy
917
+55
+6% +$31.1K 0.04% 157
2024
Q4 		$517K Buy
862
+63
+8% +$37.8K 0.04% 155
2024
Q3 		$466K Buy
+799
New +$466K 0.03% 162