YorkBridge Wealth Partners’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $592K | Sell |
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|
2021
Q4 | $2.36M | Buy |
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|
2021
Q3 | $2.28M | Buy |
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|
2021
Q2 | $1.93M | Buy |
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|
2021
Q1 | $1.51M | Sell |
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|
2020
Q4 | $1.94M | Buy |
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|
2020
Q3 | $1.48M | Sell |
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|
2020
Q2 | $1.57M | Buy |
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|
2020
Q1 | $1.05M | Sell |
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|
2019
Q4 | $995K | Buy |
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|
2019
Q3 | $808K | Buy |
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