Westchester Capital Management (New York)’s MarketWise MKTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,706
| Closed | -$188K | – | 293 |
|
|
2023
Q2 | $188K | Hold |
4,706
| – | – | 0.01% | 239 |
|
|
2023
Q1 | $174K | Hold |
4,706
| – | – | 0.01% | 284 |
|
|
2022
Q4 | $158K | Hold |
4,706
| – | – | ﹤0.01% | 363 |
|
|
2022
Q3 | $214K | Hold |
4,706
| – | – | 0.01% | 395 |
|
|
2022
Q2 | $339K | Hold |
4,706
| – | – | 0.01% | 336 |
|
|
2022
Q1 | $444K | Hold |
4,706
| – | – | 0.01% | 322 |
|
|
2021
Q4 | $709K | Hold |
4,706
| – | – | 0.02% | 276 |
|
|
2021
Q3 | $778K | Sell |
4,706
-50,743
| -92% | -$8.39M | 0.02% | 232 |
|
|
2021
Q2 | $11M | Buy |
55,449
+6,098
| +12% | +$1.21M | 0.26% | 37 |
|
|
2021
Q1 | $9.77M | Buy |
49,351
+14,582
| +42% | +$2.89M | 0.27% | 46 |
|
|
2020
Q4 | $7.14M | Buy |
+34,769
| New | +$7.14M | 0.23% | 48 |
|