Avantax Advisory Services’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Sell |
1,223
-868
| -42% | -$501K | ﹤0.01% | 1376 |
|
|
2025
Q1 | $1.18M | Sell |
2,091
-32
| -2% | -$18.1K | 0.01% | 1002 |
|
|
2024
Q4 | $1.27M | Buy |
2,123
+98
| +5% | +$58.8K | 0.01% | 935 |
|
|
2024
Q3 | $1.18M | Buy |
2,025
+142
| +8% | +$82.8K | 0.01% | 941 |
|
|
2024
Q2 | $907K | Buy |
+1,883
| New | +$907K | 0.01% | 1036 |
|