BFA
BMS Financial Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-847
| Closed | -$474K | – | 125 |
|
|
2023
Q1 | $474K | Buy |
847
+5
| +0.6% | +$2.8K | 0.33% | 73 |
|
|
2022
Q4 | $392K | Sell |
842
-44
| -5% | -$20.5K | 0.26% | 68 |
|
|
2022
Q3 | $374K | Buy |
886
+9
| +1% | +$3.8K | 0.26% | 74 |
|
|
2022
Q2 | $361K | Buy |
877
+82
| +10% | +$33.8K | 0.24% | 73 |
|
|
2022
Q1 | $400K | Buy |
795
+49
| +7% | +$24.7K | 0.25% | 81 |
|
|
2021
Q4 | $457K | Buy |
+746
| New | +$457K | 0.29% | 70 |
|