Buckley Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,900
| Closed | -$915K | – | 101 |
|
|
2024
Q2 | $915K | Buy |
1,900
+70
| +4% | +$34.7K | 0.29% | 60 |
|
|
2024
Q1 | $1.03M | Hold |
1,830
| – | – | 0.33% | 59 |
|
|
2023
Q4 | $1.04M | Sell |
1,830
-20
| -1% | -$10.3K | 0.36% | 51 |
|
|
2023
Q3 | $949K | Buy |
1,850
+45
| +2% | +$23.6K | 0.36% | 51 |
|
|
2023
Q2 | $847K | Buy |
1,805
+10
| +0.6% | +$4.88K | 0.29% | 64 |
|
|
2023
Q1 | $1M | Sell |
1,795
-90
| -5% | -$47.6K | 0.37% | 44 |
|
|
2022
Q4 | $877K | Sell |
1,885
-10
| -0.5% | -$4.65K | 0.32% | 56 |
|
|
2022
Q3 | $799K | Buy |
1,895
+45
| +2% | +$20.6K | 0.29% | 58 |
|
|
2022
Q2 | $762K | Buy |
1,850
+60
| +3% | +$26.1K | 0.25% | 76 |
|
|
2022
Q1 | $900K | Buy |
1,790
+30
| +2% | +$15.6K | 0.24% | 81 |
|
|
2021
Q4 | $1.08M | Hold |
1,760
| – | – | 0.31% | 56 |
|
|
2021
Q3 | $1.07M | Sell |
1,760
-80
| -4% | -$48.9K | 0.35% | 48 |
|
|
2021
Q2 | $981K | Sell |
1,840
-45
| -2% | -$21.4K | 0.34% | 50 |
|
|
2021
Q1 | $790K | Buy |
1,885
+45
| +2% | +$18.9K | 0.29% | 63 |
|
|
2020
Q4 | $822K | Buy |
1,840
+85
| +5% | +$33.4K | 0.34% | 51 |
|
|
2020
Q3 | $626K | Sell |
1,755
-935
| -35% | -$339K | 0.28% | 60 |
|
|
2020
Q2 | $898K | Sell |
2,690
-50
| -2% | -$16.2K | 0.41% | 46 |
|
|
2020
Q1 | $792K | Buy |
2,740
+5
| +0.2% | +$1.42K | 0.43% | 44 |
|
|
2019
Q4 | $706K | Sell |
2,735
-250
| -8% | -$60.9K | 0.32% | 58 |
|
|
2019
Q3 | $650K | Sell |
2,985
-585
| -16% | -$136K | 0.32% | 58 |
|
|
2019
Q2 | $852K | Sell |
3,570
-125
| -3% | -$28K | 0.4% | 41 |
|
|
2019
Q1 | $735K | Sell |
3,695
-55
| -1% | -$9.57K | 0.35% | 54 |
|
|
2018
Q4 | $553K | Hold |
3,750
| – | – | 0.29% | 72 |
|
|
2018
Q3 | $665K | Buy |
3,750
+15
| +0.4% | +$2.6K | 0.29% | 74 |
|
|
2018
Q2 | $618K | Buy |
+3,735
| New | +$589K | 0.29% | 76 |
|
Other funds holding MSCI
