Atria Wealth Solutions’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-567
| Closed | -$321K | – | 1737 |
|
|
2025
Q1 | $321K | Sell |
567
-385
| -40% | -$218K | ﹤0.01% | 1426 |
|
|
2024
Q4 | $571K | Sell |
952
-20
| -2% | -$12K | 0.01% | 1192 |
|
|
2024
Q3 | $567K | Sell |
972
-1,471
| -60% | -$858K | 0.01% | 1177 |
|
|
2024
Q2 | $1.18M | Buy |
2,443
+533
| +28% | +$257K | 0.01% | 818 |
|
|
2024
Q1 | $1.07M | Sell |
1,910
-275
| -13% | -$154K | 0.01% | 875 |
|
|
2023
Q4 | $1.24M | Sell |
2,185
-96
| -4% | -$54.3K | 0.02% | 776 |
|
|
2023
Q3 | $1.17M | Sell |
2,281
-191
| -8% | -$98K | 0.02% | 740 |
|
|
2023
Q2 | $1.16M | Sell |
2,472
-319
| -11% | -$150K | 0.02% | 782 |
|
|
2023
Q1 | $1.56M | Buy |
2,791
+2,128
| +321% | +$1.19M | 0.02% | 630 |
|
|
2022
Q4 | $309K | Buy |
663
+11
| +2% | +$5.12K | ﹤0.01% | 1339 |
|
|
2022
Q3 | $275K | Sell |
652
-616
| -49% | -$260K | ﹤0.01% | 1344 |
|
|
2022
Q2 | $523K | Sell |
1,268
-954
| -43% | -$393K | 0.01% | 928 |
|
|
2022
Q1 | $1.12M | Buy |
+2,222
| New | +$1.12M | 0.02% | 685 |
|