Atria Wealth Solutions’s Barings Corporate Investors MCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.33M	Buy	61,418 +895	+1%	+$18.4K	0.03%	541
2025 Q1	$1.42M	Buy	60,523 +97	+0.2%	+$2.04K	0.02%	754
2024 Q4	$1.23M	Buy	60,426 +1,989	+3%	+$39.3K	0.01%	846
2024 Q3	$1.16M	Sell	58,437 -84,070	-59%	-$1.56M	0.01%	855
2024 Q2	$2.65M	Buy	142,507 +9,392	+7%	+$168K	0.03%	537
2024 Q1	$2.29M	Buy	133,115 +31,412	+31%	+$573K	0.03%	588
2023 Q4	$1.88M	Buy	101,703 +32,170	+46%	+$535K	0.02%	621
2023 Q3	$1.11M	Buy	69,533 +38,632	+125%	+$592K	0.02%	763
2023 Q2	$460K	Buy	30,901 +2,833	+10%	+$40K	0.01%	1200
2023 Q1	$397K	Buy	28,068 +2,410	+9%	+$34.1K	0.01%	1270
2022 Q4	$358K	Buy	25,658 +1,726	+7%	+$23.3K	0.01%	1263
2022 Q3	$310K	Buy	23,932 +2,571	+12%	+$35.7K	0.01%	1279
2022 Q2	$286K	Buy	21,361 +9,330	+78%	+$133K	0.01%	1235
2022 Q1	$183K	Buy	+12,031	New	+$187K	﹤0.01%	1612