WWM
WJ Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Hold |
600
| – | – | 0.11% | 75 |
|
|
2025
Q1 | $339K | Hold |
600
| – | – | 0.12% | 69 |
|
|
2024
Q4 | $360K | Hold |
600
| – | – | 0.12% | 64 |
|
|
2024
Q3 | $350K | Hold |
600
| – | – | 0.12% | 63 |
|
|
2024
Q2 | $289K | Hold |
600
| – | – | 0.11% | 71 |
|
|
2024
Q1 | $336K | Hold |
600
| – | – | 0.13% | 65 |
|
|
2023
Q4 | $339K | Hold |
600
| – | – | 0.15% | 62 |
|
|
2023
Q3 | $308K | Hold |
600
| – | – | 0.15% | 55 |
|
|
2023
Q2 | $282K | Buy |
+600
| New | +$282K | 0.13% | 54 |
|
|
2023
Q1 | – | Sell |
-600
| Closed | -$279K | – | 62 |
|
|
2022
Q4 | $279K | Hold |
600
| – | – | 0.16% | 46 |
|
|
2022
Q3 | $253K | Hold |
600
| – | – | 0.16% | 48 |
|
|
2022
Q2 | $247K | Buy |
+600
| New | +$247K | 0.18% | 45 |
|