Baldrige Asset Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $12.3M | Sell |
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|
2022
Q4 | $11.2M | Hold |
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|
2022
Q3 | $10.2M | Hold |
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|
2022
Q2 | $9.95M | Sell |
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|
2022
Q1 | $13.4M | Hold |
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|
2021
Q4 | $16.3M | Sell |
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|
2021
Q3 | $16.4M | Hold |
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|
2021
Q2 | $14.4M | Sell |
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|
2021
Q1 | $11.3M | Buy |
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|
2020
Q4 | $9.94M | Sell |
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|
2020
Q3 | $8.04M | Hold |
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|
2020
Q2 | $7.52M | Hold |
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|
2020
Q1 | $6.51M | Buy |
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