BMS Financial Advisors’s MSCI MSCI Stock Holding History

BMS Financial Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$474K	Buy
2022 Q4	$392K	Sell
2022 Q3	$374K	Buy
2022 Q2	$361K	Buy
2022 Q1	$400K	Buy
2021 Q4	$457K	Buy