Brinker Capital Investments’s MSCI MSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.37M Sell
2025
Q2
$5.99M Sell
2025
Q1
$6.47M Sell
2024
Q4
$15.1M Sell
2024
Q3
$16.1M Sell
2024
Q2
$14.4M Sell
2024
Q1
$17M Sell
2023
Q4
$16.9M Sell
2023
Q3
$17.1M Sell
2023
Q2
$16.2M Sell
2023
Q1
$20.1M Sell
2022
Q4
$17.8M Sell
2022
Q3
$19.5M Buy
2022
Q2
$18.6M Buy
2022
Q1
$22.4M Buy
2021
Q4
$23M Sell
2021
Q3
$25.8M Hold
2021
Q2
$25.8M Buy
2021
Q1
$19.5M Buy
2020
Q4
$9.05M Buy
2020
Q3
$3.09M Buy
2019
Q3
Sell
2019
Q2
$67K Buy