WR Wealth Planners’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.6K | Buy |
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|
2024
Q3 | $5.83K | Buy |
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|
2024
Q2 | $2.41K | Sell |
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|
2024
Q1 | $655K | Buy |
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|
2023
Q4 | $651K | Buy |
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|
2023
Q3 | $522K | Buy |
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|
2023
Q2 | $455K | Buy |
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|
2023
Q1 | $522K | Buy |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $379K | Buy |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $410K | Buy |
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