Wealthspire Advisors (New York)’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Buy |
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|
2025
Q1 | $557K | Buy |
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|
2024
Q4 | $489K | Sell |
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $548K | Sell |
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|
2024
Q1 | $683K | Buy |
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|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $242K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $390K | Buy |
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|
2021
Q3 | $371K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $960K | Sell |
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|
2020
Q2 | $964K | Buy |
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|
2020
Q1 | $753K | Buy |
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|
2019
Q4 | $267K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1K | Buy |
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