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Whipplewood Advisors’s MSCI MSCI Stock Holding History

Whipplewood Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$65.2K Sell
113
-33
-23% -$19K 0.04% 282
2025
Q1 		$66.2K Buy
146
+21
+17% +$9.52K 0.04% 267
2024
Q4 		$75K Buy
+125
New +$75K 0.04% 258