WealthPLAN Partners’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5
| Closed | -$2.35K | – | 817 |
|
|
2023
Q2 | $2.35K | Hold |
5
| – | – | ﹤0.01% | 1054 |
|
|
2023
Q1 | $2.8K | Buy |
+5
| New | +$2.8K | ﹤0.01% | 1090 |
|
|
2021
Q4 | – | Sell |
-344
| Closed | -$219K | – | 387 |
|
|
2021
Q3 | $219K | Buy |
344
+10
| +3% | +$6.37K | 0.01% | 352 |
|
|
2021
Q2 | $209K | Buy |
+334
| New | +$209K | 0.01% | 337 |
|