Waldron Private Wealth’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-390
| Closed | -$221K | – | 444 |
|
|
2023
Q4 | $221K | Sell |
390
-8
| -2% | -$4.53K | 0.01% | 372 |
|
|
2023
Q3 | $204K | Buy |
+398
| New | +$204K | 0.01% | 357 |
|
|
2023
Q2 | – | Sell |
-427
| Closed | -$239K | – | 411 |
|
|
2023
Q1 | $239K | Buy |
+427
| New | +$239K | 0.01% | 361 |
|