Wealthfront’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $649K | Buy |
3,661
+203
| +6% | +$36K | 0.01% | 341 |
|
2018
Q2 | $572K | Buy |
+3,458
| New | +$572K | 0.01% | 347 |
|
2015
Q4 | – | Sell |
-459
| Closed | -$27K | – | 762 |
|
2015
Q3 | $27K | Buy |
459
+151
| +49% | +$8.88K | ﹤0.01% | 658 |
|
2015
Q2 | $19K | Buy |
308
+259
| +529% | +$16K | ﹤0.01% | 653 |
|
2015
Q1 | $3K | Buy |
49
+47
| +2,350% | +$2.88K | ﹤0.01% | 924 |
|
2014
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 872 |
|