Benjamin F. Edwards & Company’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $109K | Buy |
227
+8
| +4% | +$3.84K | ﹤0.01% | 1086 |
|
|
2024
Q1 | $123K | Buy |
219
+6
| +3% | +$3.37K | ﹤0.01% | 1041 |
|
|
2023
Q4 | $120K | Buy |
+213
| New | +$120K | ﹤0.01% | 1016 |
|
|
2023
Q3 | – | Sell |
-2
| Closed | -$1K | – | 1794 |
|
|
2023
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 1718 |
|
|
2023
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 1731 |
|
|
2022
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 1793 |
|
|
2022
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 1769 |
|
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 1757 |
|
|
2022
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1715 |
|