Capital Investment Advisory Services’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.34M | Buy |
2,322
+10
| +0.4% | +$5.77K | 0.11% | 189 |
|
2025
Q1 | $1.31M | Buy |
2,312
+69
| +3% | +$39K | 0.12% | 179 |
|
2024
Q4 | $1.35M | Buy |
2,243
+33
| +1% | +$19.8K | 0.13% | 158 |
|
2024
Q3 | $1.29M | Buy |
2,210
+153
| +7% | +$89.2K | 0.12% | 170 |
|
2024
Q2 | $991K | Buy |
2,057
+1,445
| +236% | +$696K | 0.1% | 195 |
|
2024
Q1 | $343K | Buy |
612
+161
| +36% | +$90.2K | 0.04% | 371 |
|
2023
Q4 | $255K | Buy |
+451
| New | +$255K | 0.02% | 424 |
|
2019
Q4 | – | Sell |
-139
| Closed | -$30K | – | 988 |
|
2019
Q3 | $30K | Hold |
139
| – | – | 0.01% | 689 |
|
2019
Q2 | $33K | Buy |
+139
| New | +$33K | 0.01% | 649 |
|