WMA
Wealth Management Associates’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,540
| Closed | -$742K | – | 217 |
|
|
2024
Q2 | $742K | Hold |
1,540
| – | – | 0.35% | 63 |
|
|
2024
Q1 | $742K | Sell |
1,540
-93
| -6% | -$44.8K | 0.35% | 63 |
|
|
2023
Q4 | $924K | Hold |
1,633
| – | – | 0.49% | 50 |
|
|
2023
Q3 | $838K | Buy |
1,633
+131
| +9% | +$67.2K | 0.49% | 49 |
|
|
2023
Q2 | $705K | Sell |
1,502
-46
| -3% | -$21.6K | 0.4% | 58 |
|
|
2023
Q1 | $866K | Sell |
1,548
-54
| -3% | -$30.2K | 0.54% | 45 |
|
|
2022
Q4 | $745K | Sell |
1,602
-551
| -26% | -$256K | 0.5% | 49 |
|
|
2022
Q3 | $908K | Buy |
2,153
+410
| +24% | +$173K | 0.64% | 38 |
|
|
2022
Q2 | $718K | Hold |
1,743
| – | – | 0.49% | 42 |
|
|
2022
Q1 | $877K | Hold |
1,743
| – | – | 0.5% | 47 |
|
|
2021
Q4 | $1.07M | Hold |
1,743
| – | – | 0.57% | 38 |
|
|
2021
Q3 | $1.06M | Hold |
1,743
| – | – | 0.62% | 35 |
|
|
2021
Q2 | $929K | Hold |
1,743
| – | – | 0.53% | 42 |
|
|
2021
Q1 | $731K | Hold |
1,743
| – | – | 0.46% | 50 |
|
|
2020
Q4 | $778K | Sell |
1,743
-91
| -5% | -$40.6K | 0.51% | 46 |
|
|
2020
Q3 | $654K | Sell |
1,834
-425
| -19% | -$152K | 0.51% | 49 |
|
|
2020
Q2 | $754K | Hold |
2,259
| – | – | 0.64% | 39 |
|
|
2020
Q1 | $653K | Sell |
2,259
-851
| -27% | -$246K | 0.66% | 35 |
|
|
2019
Q4 | $803K | Hold |
3,110
| – | – | 0.57% | 39 |
|
|
2019
Q3 | $677K | Buy |
3,110
+2,259
| +265% | +$492K | 0.54% | 42 |
|
|
2019
Q2 | $203K | Buy |
+851
| New | +$203K | 0.2% | 96 |
|