Ascent Wealth Partners’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 | $7.57M | Sell |
|
|||||
|
2025
Q2 | $7.79M | Sell |
|
|||||
|
2025
Q1 | $7.97M | Buy |
|
|||||
|
2024
Q4 | $8.03M | Sell |
|
|||||
|
2024
Q3 | $7.84M | Buy |
|
|||||
|
2024
Q2 | $4.99M | Buy |
|
|||||
|
2024
Q1 | $497K | Hold |
|
|||||
|
2023
Q4 | $502K | Buy |
|
|||||
|
2023
Q3 | $450K | Buy |
|
|||||
|
2023
Q2 | $357K | Buy |
|
|||||
|
2023
Q1 | $334K | Sell |
|
|||||
|
2022
Q4 | $280K | Sell |
|
|||||
|
2022
Q3 | $285K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $344K | Sell |
|
|||||
|
2021
Q4 | $431K | Buy |
|
|||||
|
2021
Q3 | $411K | Sell |
|
|||||
|
2021
Q2 | $361K | Buy |
|
|||||
|
2021
Q1 | $257K | Buy |
|
|||||
|
2020
Q4 | $270K | Buy |
|