Wealth Advisory Solutions’s MSCI MSCI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $277K | Sell |
456
-4
| -0.9% | -$2.43K | 0.06% | 141 |
|
2021
Q2 | $245K | Buy |
+460
| New | +$245K | 0.06% | 146 |
|
2021
Q1 | – | Sell |
-607
| Closed | -$271K | – | 175 |
|
2020
Q4 | $271K | Sell |
607
-8
| -1% | -$3.57K | 0.07% | 131 |
|
2020
Q3 | $219K | Sell |
615
-49
| -7% | -$17.4K | 0.06% | 167 |
|
2020
Q2 | $221K | Buy |
+664
| New | +$221K | 0.06% | 165 |
|