Beverly Hills Private Wealth’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Hold |
689
| – | – | 0.07% | 215 |
|
|
2025
Q1 | $390K | Hold |
689
| – | – | 0.08% | 207 |
|
|
2024
Q4 | $413K | Hold |
689
| – | – | 0.08% | 196 |
|
|
2024
Q3 | $402K | Hold |
689
| – | – | 0.08% | 216 |
|
|
2024
Q2 | $332K | Sell |
689
-57
| -8% | -$27.5K | 0.07% | 255 |
|
|
2024
Q1 | $418K | Sell |
746
-7
| -0.9% | -$3.92K | 0.1% | 226 |
|
|
2023
Q4 | $426K | Sell |
753
-14
| -2% | -$7.92K | 0.11% | 196 |
|
|
2023
Q3 | $394K | Sell |
767
-71
| -8% | -$36.4K | 0.12% | 187 |
|
|
2023
Q2 | $454K | Buy |
838
+68
| +9% | +$36.9K | 0.07% | 244 |
|
|
2023
Q1 | $431K | Buy |
770
+37
| +5% | +$20.7K | 0.13% | 169 |
|
|
2022
Q4 | $341K | Buy |
+733
| New | +$341K | 0.15% | 155 |
|