Beacon Pointe Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $749K | Buy |
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|
2025
Q2 | $518K | Sell |
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|
2025
Q1 | $748K | Buy |
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|
2024
Q4 | $486K | Sell |
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|
2024
Q3 | $540K | Sell |
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|
2024
Q2 | $550K | Buy |
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|
2024
Q1 | $619K | Sell |
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|
2023
Q4 | $807K | Sell |
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|
2023
Q3 | $827K | Buy |
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|
2023
Q2 | $452K | Sell |
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|
2023
Q1 | $612K | Buy |
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|
2022
Q4 | $443K | Sell |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.29M | Sell |
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|
2022
Q1 | $3.97M | Buy |
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|
2021
Q4 | $581K | Sell |
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|
2021
Q3 | $4.84M | Buy |
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|
2021
Q2 | $468K | Buy |
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