Arkadios Wealth Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $447K | Buy |
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|
2025
Q2 | $300K | Sell |
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|
2025
Q1 | $339K | Buy |
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|
2024
Q4 | $230K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $219K | Sell |
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|
2023
Q4 | $424K | Buy |
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|
2023
Q3 | $358K | Sell |
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|
2023
Q2 | $329K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $68K | Sell |
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|
2021
Q2 | $67K | Buy |
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|
2021
Q1 | $27K | Hold |
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|
2020
Q4 | $29K | Sell |
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|
2020
Q3 | $46.4K | Buy |
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|
2020
Q2 | $45K | Buy |
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|
2020
Q1 | $16.8K | Hold |
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|
2019
Q4 | $18.2K | Buy |
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