WR Wealth Planners’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.6K | Buy |
11
+1
| +10% | +$600 | ﹤0.01% | 649 |
|
|
2024
Q3 | $5.83K | Buy |
10
+5
| +100% | +$2.92K | ﹤0.01% | 717 |
|
|
2024
Q2 | $2.41K | Sell |
5
-1,164
| -100% | -$561K | ﹤0.01% | 853 |
|
|
2024
Q1 | $655K | Buy |
1,169
+18
| +2% | +$10.1K | 0.2% | 72 |
|
|
2023
Q4 | $651K | Buy |
1,151
+134
| +13% | +$75.8K | 0.24% | 72 |
|
|
2023
Q3 | $522K | Buy |
1,017
+47
| +5% | +$24.1K | 0.2% | 82 |
|
|
2023
Q2 | $455K | Buy |
970
+37
| +4% | +$17.4K | 0.18% | 98 |
|
|
2023
Q1 | $522K | Buy |
933
+30
| +3% | +$16.8K | 0.23% | 73 |
|
|
2022
Q4 | $420K | Buy |
903
+5
| +0.6% | +$2.33K | 0.26% | 68 |
|
|
2022
Q3 | $379K | Buy |
898
+61
| +7% | +$25.7K | 0.27% | 62 |
|
|
2022
Q2 | $345K | Buy |
837
+22
| +3% | +$9.07K | 0.23% | 71 |
|
|
2022
Q1 | $410K | Buy |
+815
| New | +$410K | 0.24% | 68 |
|