Arkadios Wealth Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
520
-80
| -13% | -$46.2K | 0.01% | 1035 |
|
|
2025
Q1 | $339K | Buy |
600
+217
| +57% | +$123K | 0.01% | 858 |
|
|
2024
Q4 | $230K | Buy |
+383
| New | +$230K | 0.01% | 812 |
|
|
2024
Q2 | – | Sell |
-390
| Closed | -$219K | – | 884 |
|
|
2024
Q1 | $219K | Sell |
390
-359
| -48% | -$201K | 0.02% | 632 |
|
|
2023
Q4 | $424K | Buy |
749
+51
| +7% | +$28.9K | 0.04% | 412 |
|
|
2023
Q3 | $358K | Sell |
698
-3
| -0.4% | -$1.54K | 0.03% | 427 |
|
|
2023
Q2 | $329K | Buy |
+701
| New | +$329K | 0.04% | 421 |
|
|
2021
Q4 | – | Sell |
-112
| Closed | -$68K | – | 1308 |
|
|
2021
Q3 | $68K | Sell |
112
-14
| -11% | -$8.5K | 0.01% | 790 |
|
|
2021
Q2 | $67K | Buy |
126
+60
| +91% | +$31.9K | 0.01% | 841 |
|
|
2021
Q1 | $27K | Hold |
66
| – | – | ﹤0.01% | 884 |
|
|
2020
Q4 | $29K | Sell |
66
-61
| -48% | -$26.8K | 0.01% | 664 |
|
|
2020
Q3 | $46.4K | Buy |
127
+5
| +4% | +$1.83K | 0.02% | 431 |
|
|
2020
Q2 | $45K | Buy |
122
+64
| +110% | +$23.6K | 0.03% | 394 |
|
|
2020
Q1 | $16.8K | Hold |
58
| – | – | 0.01% | 523 |
|
|
2019
Q4 | $18.2K | Buy |
+58
| New | +$18.2K | 0.01% | 476 |
|