WWS
Wellington Wealth Strategies’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.47M | Buy |
2,571
+187
| +8% | +$107K | 1.34% | 29 |
|
|
2024
Q3 | $1.36M | Buy |
+2,384
| New | +$1.36M | 1.03% | 28 |
|
|
2024
Q2 | – | Sell |
-1,861
| Closed | -$1.04M | – | 135 |
|
|
2024
Q1 | $1.04M | Sell |
1,861
-870
| -32% | -$488K | 0.49% | 63 |
|
|
2023
Q4 | $1.54M | Buy |
+2,731
| New | +$1.54M | 1.31% | 25 |
|
|
2020
Q4 | $1.54M | Buy |
+2,731
| New | +$1.54M | 1.31% | 25 |
|