Braun-Bostich & Associates’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-388
| Closed | -$217K | – | 134 |
|
|
2024
Q1 | $217K | Sell |
388
-201
| -34% | -$113K | 0.18% | 119 |
|
|
2023
Q4 | $333K | Sell |
589
-13
| -2% | -$7.35K | 0.3% | 84 |
|
|
2023
Q3 | $309K | Buy |
+602
| New | +$309K | 0.58% | 31 |
|
|
2020
Q4 | – | Sell |
-178
| Closed | -$64K | – | 156 |
|
|
2020
Q3 | $64K | Buy |
+178
| New | +$64K | 0.06% | 138 |
|