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Bellwether Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Sell |
289
-10,468
| -97% | -$6.04M | 0.03% | 138 |
|
|
2025
Q1 | $6.08M | Sell |
10,757
-1,477
| -12% | -$835K | 1.27% | 17 |
|
|
2024
Q4 | $7.34M | Buy |
12,234
+1,184
| +11% | +$710K | 1.31% | 17 |
|
|
2024
Q3 | $6.44M | Buy |
+11,050
| New | +$6.44M | 1.24% | 20 |
|
|
2023
Q2 | – | Sell |
-20
| Closed | -$11.2K | – | 324 |
|
|
2023
Q1 | $11.2K | Hold |
20
| – | – | ﹤0.01% | 271 |
|
|
2022
Q4 | $9.3K | Buy |
20
+12
| +150% | +$5.58K | ﹤0.01% | 275 |
|
|
2022
Q3 | $3K | Buy |
+8
| New | +$3K | ﹤0.01% | 362 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | -$2K | – | 519 |
|
|
2022
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 463 |
|
|
2021
Q4 | $2K | Hold |
4
| – | – | ﹤0.01% | 510 |
|
|
2021
Q3 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 478 |
|