Wealth Alliance’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
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|
2025
Q1 | $366K | Sell |
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|
2024
Q4 | $427K | Sell |
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|
2024
Q3 | $417K | Buy |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $218K | Sell |
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|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $285K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $352K | Sell |
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|
2021
Q4 | $703K | Sell |
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|
2021
Q3 | $709K | Sell |
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|
2021
Q2 | $640K | Sell |
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|
2021
Q1 | $518K | Sell |
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|
2020
Q4 | $666K | Sell |
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|
2020
Q3 | $550K | Sell |
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|
2020
Q2 | $546K | Sell |
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|
2020
Q1 | $529K | Buy |
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