Western Pacific Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20
| Closed | -$11.2K | – | 299 |
|
|
2023
Q1 | $11.2K | Hold |
20
| – | – | 0.01% | 203 |
|
|
2022
Q4 | $9.3K | Hold |
20
| – | – | 0.01% | 197 |
|
|
2022
Q3 | $8K | Sell |
20
-100
| -83% | -$40K | 0.01% | 197 |
|
|
2022
Q2 | $49K | Hold |
120
| – | – | 0.05% | 75 |
|
|
2022
Q1 | $60K | Hold |
120
| – | – | 0.04% | 83 |
|
|
2021
Q4 | $73K | Buy |
+120
| New | +$73K | 0.05% | 81 |
|