Allworth Financial’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
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|
2025
Q1 | $132K | Sell |
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|
2024
Q4 | $157K | Buy |
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|
2024
Q3 | $137K | Sell |
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|
2024
Q2 | $122K | Buy |
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|
2024
Q1 | $133K | Buy |
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|
2023
Q4 | $91.8K | Sell |
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|
2023
Q3 | $91K | Sell |
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|
2023
Q2 | $106K | Sell |
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|
2023
Q1 | $133K | Buy |
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|
2022
Q4 | $81.4K | Sell |
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|
2022
Q3 | $85K | Buy |
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|
2022
Q2 | $58K | Buy |
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|
2022
Q1 | $42K | Buy |
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|
2021
Q4 | $29K | Buy |
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|
2021
Q3 | $19K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $17K | Buy |
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