YWP
YorkBridge Wealth Partners’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,177
| Closed | -$592K | – | 288 |
|
|
2022
Q1 | $592K | Sell |
1,177
-2,678
| -69% | -$1.35M | 0.13% | 124 |
|
|
2021
Q4 | $2.36M | Buy |
3,855
+102
| +3% | +$62.5K | 0.53% | 47 |
|
|
2021
Q3 | $2.28M | Buy |
3,753
+130
| +4% | +$79.1K | 0.57% | 49 |
|
|
2021
Q2 | $1.93M | Buy |
3,623
+20
| +0.6% | +$10.7K | 0.5% | 55 |
|
|
2021
Q1 | $1.51M | Sell |
3,603
-730
| -17% | -$306K | 0.45% | 59 |
|
|
2020
Q4 | $1.94M | Buy |
4,333
+190
| +5% | +$84.8K | 0.65% | 44 |
|
|
2020
Q3 | $1.48M | Sell |
4,143
-567
| -12% | -$202K | 0.62% | 50 |
|
|
2020
Q2 | $1.57M | Buy |
4,710
+1,075
| +30% | +$359K | 0.72% | 43 |
|
|
2020
Q1 | $1.05M | Sell |
3,635
-218
| -6% | -$63K | 0.65% | 51 |
|
|
2019
Q4 | $995K | Buy |
3,853
+142
| +4% | +$36.7K | 0.46% | 65 |
|
|
2019
Q3 | $808K | Buy |
+3,711
| New | +$808K | 0.41% | 68 |
|