Wealthcare Advisory Partners’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-66
| Closed | -$28K | – | 1344 |
|
|
2021
Q1 | $28K | Buy |
+66
| New | +$28K | ﹤0.01% | 1087 |
|
|
2020
Q2 | – | Sell |
-65
| Closed | -$19K | – | 973 |
|
|
2020
Q1 | $19K | Hold |
65
| – | – | ﹤0.01% | 749 |
|
|
2019
Q4 | $17K | Hold |
65
| – | – | ﹤0.01% | 811 |
|
|
2019
Q3 | $14K | Hold |
65
| – | – | ﹤0.01% | 848 |
|
|
2019
Q2 | $16K | Hold |
65
| – | – | ﹤0.01% | 779 |
|
|
2019
Q1 | $13K | Hold |
65
| – | – | ﹤0.01% | 757 |
|
|
2018
Q4 | $10K | Buy |
65
+1
| +2% | +$154 | ﹤0.01% | 786 |
|
|
2018
Q3 | $11K | Hold |
64
| – | – | ﹤0.01% | 820 |
|
|
2018
Q2 | $11K | Buy |
64
+19
| +42% | +$3.27K | ﹤0.01% | 810 |
|
|
2018
Q1 | $7K | Hold |
45
| – | – | ﹤0.01% | 793 |
|
|
2017
Q4 | $6K | Hold |
45
| – | – | ﹤0.01% | 760 |
|
|
2017
Q3 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 649 |
|