Bell Investment 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
Q2 | $19K | Sell |
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|
2025
Q1 | $20.9K | Hold |
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|
2024
Q4 | $22.2K | Hold |
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|
2024
Q3 | $21.6K | Sell |
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|
2024
Q2 | $18.8K | Buy |
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|
2024
Q1 | $21.3K | Sell |
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|
2023
Q4 | $22.1K | Buy |
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|
2023
Q3 | $18.5K | Sell |
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|
2023
Q2 | $19.2K | Sell |
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|
2023
Q1 | $25.7K | Hold |
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|
2022
Q4 | $21.4K | Buy |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $28K | Buy |
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|
2021
Q4 | $15K | Buy |
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|
2021
Q3 | $10K | Buy |
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