Atria Wealth Solutions’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $571K | Sell |
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|
2024
Q3 | $567K | Sell |
|
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.56M | Buy |
|
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $275K | Sell |
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|
2022
Q2 | $523K | Sell |
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|
2022
Q1 | $1.12M | Buy |
|