Bell Investment Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Sell |
33
-4
| -11% | -$2.31K | ﹤0.01% | 439 |
|
|
2025
Q1 | $20.9K | Hold |
37
| – | – | ﹤0.01% | 374 |
|
|
2024
Q4 | $22.2K | Hold |
37
| – | – | ﹤0.01% | 361 |
|
|
2024
Q3 | $21.6K | Sell |
37
-2
| -5% | -$1.17K | ﹤0.01% | 383 |
|
|
2024
Q2 | $18.8K | Buy |
39
+1
| +3% | +$482 | ﹤0.01% | 409 |
|
|
2024
Q1 | $21.3K | Sell |
38
-1
| -3% | -$560 | ﹤0.01% | 368 |
|
|
2023
Q4 | $22.1K | Buy |
39
+3
| +8% | +$1.7K | ﹤0.01% | 334 |
|
|
2023
Q3 | $18.5K | Sell |
36
-5
| -12% | -$2.57K | ﹤0.01% | 328 |
|
|
2023
Q2 | $19.2K | Sell |
41
-5
| -11% | -$2.35K | ﹤0.01% | 323 |
|
|
2023
Q1 | $25.7K | Hold |
46
| – | – | 0.01% | 257 |
|
|
2022
Q4 | $21.4K | Buy |
46
+19
| +70% | +$8.84K | 0.01% | 289 |
|
|
2022
Q3 | $11K | Sell |
27
-41
| -60% | -$16.7K | ﹤0.01% | 391 |
|
|
2022
Q2 | $28K | Buy |
+68
| New | +$28K | 0.01% | 211 |
|
|
2021
Q4 | $15K | Buy |
24
+7
| +41% | +$4.38K | ﹤0.01% | 374 |
|
|
2021
Q3 | $10K | Buy |
+17
| New | +$10K | ﹤0.01% | 459 |
|