Aptus Capital Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Sell |
693
-64
| -8% | -$36.9K | ﹤0.01% | 727 |
|
|
2025
Q1 | $428K | Buy |
757
+193
| +34% | +$109K | ﹤0.01% | 676 |
|
|
2024
Q4 | $338K | Buy |
+564
| New | +$338K | ﹤0.01% | 735 |
|
|
2021
Q3 | – | Sell |
-4,124
| Closed | -$2.2M | – | 558 |
|
|
2021
Q2 | $2.2M | Sell |
4,124
-749
| -15% | -$399K | 0.06% | 116 |
|
|
2021
Q1 | $2.04M | Sell |
4,873
-4,977
| -51% | -$2.09M | 0.07% | 106 |
|
|
2020
Q4 | $4.4M | Buy |
9,850
+734
| +8% | +$328K | 0.2% | 54 |
|
|
2020
Q3 | $3.25M | Sell |
9,116
-1,747
| -16% | -$623K | 0.17% | 58 |
|
|
2020
Q2 | $3.63M | Buy |
10,863
+944
| +10% | +$315K | 0.23% | 53 |
|
|
2020
Q1 | $2.87M | Buy |
+9,919
| New | +$2.87M | 0.25% | 54 |
|