WealthBridge Capital Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
398
| – | – | 0.06% | 193 |
|
|
2025
Q1 | $225K | Sell |
398
-16
| -4% | -$9.05K | 0.06% | 187 |
|
|
2024
Q4 | $248K | Hold |
414
| – | – | 0.07% | 178 |
|
|
2024
Q3 | $241K | Buy |
+414
| New | +$241K | 0.07% | 181 |
|
|
2024
Q2 | – | Sell |
-454
| Closed | -$254K | – | 194 |
|
|
2024
Q1 | $254K | Hold |
454
| – | – | 0.09% | 148 |
|
|
2023
Q4 | $257K | Buy |
454
+3
| +0.7% | +$1.7K | 0.1% | 139 |
|
|
2023
Q3 | $231K | Sell |
451
-5
| -1% | -$2.57K | 0.1% | 152 |
|
|
2023
Q2 | $214K | Sell |
456
-17
| -4% | -$7.98K | 0.09% | 171 |
|
|
2023
Q1 | $265K | Buy |
473
+2
| +0.4% | +$1.12K | 0.11% | 160 |
|
|
2022
Q4 | $219K | Sell |
471
-263
| -36% | -$122K | 0.09% | 179 |
|
|
2022
Q3 | $303K | Hold |
734
| – | – | 0.13% | 144 |
|
|
2022
Q2 | $303K | Sell |
734
-272
| -27% | -$112K | 0.13% | 144 |
|
|
2022
Q1 | $506K | Sell |
1,006
-9
| -0.9% | -$4.53K | 0.19% | 105 |
|
|
2021
Q4 | $622K | Sell |
1,015
-8
| -0.8% | -$4.9K | 0.23% | 85 |
|
|
2021
Q3 | $622K | Hold |
1,023
| – | – | 0.23% | 85 |
|
|
2021
Q2 | $545K | Sell |
1,023
-251
| -20% | -$134K | 0.2% | 92 |
|
|
2021
Q1 | $534K | Sell |
1,274
-10
| -0.8% | -$4.19K | 0.22% | 87 |
|
|
2020
Q4 | $573K | Sell |
1,284
-71
| -5% | -$31.7K | 0.25% | 80 |
|
|
2020
Q3 | $483K | Sell |
1,355
-50
| -4% | -$17.8K | 0.25% | 76 |
|
|
2020
Q2 | $469K | Sell |
1,405
-81
| -5% | -$27K | 0.27% | 72 |
|
|
2020
Q1 | $429K | Hold |
1,486
| – | – | 0.3% | 70 |
|
|
2019
Q4 | $384K | Sell |
1,486
-282
| -16% | -$72.9K | 0.25% | 83 |
|
|
2019
Q3 | $385K | Buy |
1,768
+53
| +3% | +$11.5K | 0.28% | 76 |
|
|
2019
Q2 | $253K | Sell |
1,715
-215
| -11% | -$31.7K | 0.23% | 88 |
|
|
2019
Q1 | $428K | Buy |
1,930
+215
| +13% | +$47.7K | 0.27% | 68 |
|
|
2018
Q4 | $253K | Buy |
+1,715
| New | +$253K | 0.19% | 88 |
|