Arete Wealth 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 | $470K | Buy |
+815
| New | +$470K | 0.03% | 424 |
|
|
2022
Q1 | – | Sell |
-643
| Closed | -$383K | – | 540 |
|
|
2021
Q4 | $383K | Sell |
643
-56
| -8% | -$33.4K | 0.03% | 340 |
|
|
2021
Q3 | $425K | Sell |
699
-233
| -25% | -$142K | 0.05% | 278 |
|
|
2021
Q2 | $485K | Buy |
+932
| New | +$485K | 0.07% | 212 |
|