Cetera Investment Advisers’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Sell |
6,954
-1,160
| -14% | -$669K | 0.01% | 1334 |
|
|
2025
Q1 | $4.59M | Sell |
8,114
-2,514
| -24% | -$1.42M | 0.01% | 1174 |
|
|
2024
Q4 | $6.38M | Sell |
10,628
-14
| -0.1% | -$8.4K | 0.01% | 918 |
|
|
2024
Q3 | $6.2M | Buy |
10,642
+1,308
| +14% | +$762K | 0.01% | 905 |
|
|
2024
Q2 | $4.5M | Buy |
9,334
+251
| +3% | +$121K | 0.01% | 1054 |
|
|
2024
Q1 | $5.09M | Buy |
9,083
+5,754
| +173% | +$3.22M | 0.01% | 981 |
|
|
2023
Q4 | $1.88M | Sell |
3,329
-660
| -17% | -$373K | 0.02% | 825 |
|
|
2023
Q3 | $2.05M | Buy |
3,989
+41
| +1% | +$21K | 0.02% | 735 |
|
|
2023
Q2 | $1.85M | Sell |
3,948
-826
| -17% | -$388K | 0.02% | 802 |
|
|
2023
Q1 | $2.67M | Buy |
4,774
+42
| +0.9% | +$23.5K | 0.02% | 625 |
|
|
2022
Q4 | $2.2M | Buy |
4,732
+1,988
| +72% | +$925K | 0.02% | 670 |
|
|
2022
Q3 | $1.16M | Sell |
2,744
-8
| -0.3% | -$3.37K | 0.02% | 657 |
|
|
2022
Q2 | $1.13M | Sell |
2,752
-147
| -5% | -$60.6K | 0.02% | 744 |
|
|
2022
Q1 | $1.46M | Sell |
2,899
-481
| -14% | -$242K | 0.02% | 679 |
|
|
2021
Q4 | $2.07M | Buy |
3,380
+17
| +0.5% | +$10.4K | 0.03% | 547 |
|
|
2021
Q3 | $2.05M | Buy |
3,363
+147
| +5% | +$89.4K | 0.03% | 512 |
|
|
2021
Q2 | $1.71M | Buy |
3,216
+1,060
| +49% | +$565K | 0.03% | 567 |
|
|
2021
Q1 | $904K | Sell |
2,156
-1,299
| -38% | -$545K | 0.02% | 710 |
|
|
2020
Q4 | $1.54M | Buy |
+3,455
| New | +$1.54M | 0.03% | 509 |
|