Winslow Evans & Crocker’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.63M | Buy |
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|
2020
Q3 | $1.15M | Sell |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $912K | Buy |
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|
2019
Q4 | $582K | Hold |
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|
2019
Q3 | $490K | Hold |
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|
2019
Q2 | $538K | Hold |
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|
2019
Q1 | $448K | Sell |
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|
2018
Q4 | $358K | Buy |
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|
2018
Q3 | $422K | Buy |
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|
2018
Q2 | $364K | Hold |
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|
2018
Q1 | $329K | Hold |
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|
2017
Q4 | $278K | Hold |
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|
2017
Q3 | $257K | Buy |
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