Beverly Hills Private Wealth’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 | $391K | Hold |
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|
2025
Q2 | $397K | Hold |
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|
2025
Q1 | $390K | Hold |
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|
2024
Q4 | $413K | Hold |
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|
2024
Q3 | $402K | Hold |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $418K | Sell |
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|
2023
Q4 | $426K | Sell |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $454K | Buy |
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|
2023
Q1 | $431K | Buy |
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|
2022
Q4 | $341K | Buy |
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