Balasa Dinverno & Foltz’s MSCI MSCI Stock Holding History

Balasa Dinverno & Foltz’s Portfolio MSCI Stock Details MSCI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$731K	Sell
2022 Q2	$714K	Hold
2022 Q1	$871K	Hold
2021 Q4	$1.06M	Hold
2021 Q3	$1.05M	Sell
2021 Q2	$1.1M	Hold
2021 Q1	$869K	Hold
2020 Q4	$926K	Sell
2020 Q3	$749K	Buy