Boston Financial Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18.6M | Buy |
30,933
+669
| +2% | +$401K | 0.56% | 56 |
|
|
2024
Q3 | $17.6M | Sell |
30,264
-280
| -0.9% | -$163K | 0.53% | 57 |
|
|
2024
Q2 | $14.7M | Buy |
30,544
+640
| +2% | +$308K | 0.47% | 58 |
|
|
2024
Q1 | $16.8M | Buy |
29,904
+25,667
| +606% | +$14.4M | 0.53% | 57 |
|
|
2023
Q4 | $2.4M | Sell |
4,237
-7
| -0.2% | -$3.96K | 0.08% | 129 |
|
|
2023
Q3 | $2.18M | Buy |
4,244
+107
| +3% | +$54.9K | 0.08% | 129 |
|
|
2023
Q2 | $1.94M | Hold |
4,137
| – | – | 0.07% | 143 |
|
|
2023
Q1 | $2.32M | Sell |
4,137
-69
| -2% | -$38.6K | 0.09% | 130 |
|
|
2022
Q4 | $1.96M | Buy |
4,206
+668
| +19% | +$311K | 0.08% | 134 |
|
|
2022
Q3 | $1.49M | Buy |
+3,538
| New | +$1.49M | 0.06% | 144 |
|