Burney Company’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
416
-805
| -66% | -$464K | 0.01% | 529 |
|
|
2025
Q1 | $690K | Sell |
1,221
-30
| -2% | -$17K | 0.03% | 361 |
|
|
2024
Q4 | $751K | Buy |
1,251
+100
| +9% | +$60K | 0.03% | 353 |
|
|
2024
Q3 | $671K | Buy |
1,151
+190
| +20% | +$111K | 0.02% | 390 |
|
|
2024
Q2 | $463K | Buy |
961
+25
| +3% | +$12K | 0.02% | 435 |
|
|
2024
Q1 | $525K | Buy |
936
+106
| +13% | +$59.4K | 0.02% | 425 |
|
|
2023
Q4 | $469K | Sell |
830
-4
| -0.5% | -$2.26K | 0.02% | 427 |
|
|
2023
Q3 | $428K | Buy |
+834
| New | +$428K | 0.02% | 426 |
|