CAPTRUST Financial Advisors’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 | $25.7M | Buy |
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|
2025
Q2 | $25.2M | Sell |
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|
2025
Q1 | $25.3M | Buy |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $955K | Sell |
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|
2024
Q2 | $929K | Buy |
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|
2024
Q1 | $758K | Sell |
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|
2023
Q4 | $1.57M | Buy |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $900K | Buy |
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|
2022
Q2 | $658K | Buy |
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|
2022
Q1 | $636K | Buy |
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|
2021
Q4 | $683K | Sell |
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|
2021
Q3 | $727K | Buy |
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|
2021
Q2 | $592K | Sell |
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|
2021
Q1 | $470K | Buy |
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|
2020
Q4 | $162K | Sell |
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|
2020
Q3 | $139K | Buy |
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|
2020
Q2 | $74K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $4K | Buy |
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|
2019
Q2 | $2K | Buy |
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