WEC
Winslow Evans & Crocker’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.63M | Buy |
3,660
+425
| +13% | +$190K | 0.31% | 72 |
|
|
2020
Q3 | $1.15M | Sell |
3,235
-200
| -6% | -$71.3K | 0.29% | 75 |
|
|
2020
Q2 | $1.15M | Buy |
3,435
+285
| +9% | +$95.2K | 0.31% | 69 |
|
|
2020
Q1 | $912K | Buy |
3,150
+900
| +40% | +$261K | 0.3% | 81 |
|
|
2019
Q4 | $582K | Hold |
2,250
| – | – | 0.15% | 142 |
|
|
2019
Q3 | $490K | Hold |
2,250
| – | – | 0.14% | 164 |
|
|
2019
Q2 | $538K | Hold |
2,250
| – | – | 0.15% | 153 |
|
|
2019
Q1 | $448K | Sell |
2,250
-176
| -7% | -$35K | 0.13% | 175 |
|
|
2018
Q4 | $358K | Buy |
2,426
+50
| +2% | +$7.38K | 0.12% | 181 |
|
|
2018
Q3 | $422K | Buy |
2,376
+176
| +8% | +$31.3K | 0.13% | 170 |
|
|
2018
Q2 | $364K | Hold |
2,200
| – | – | 0.11% | 184 |
|
|
2018
Q1 | $329K | Hold |
2,200
| – | – | 0.11% | 188 |
|
|
2017
Q4 | $278K | Hold |
2,200
| – | – | 0.09% | 214 |
|
|
2017
Q3 | $257K | Buy |
+2,200
| New | +$257K | 0.09% | 223 |
|