Checchi Capital Advisers’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Sell |
744
-16
| -2% | -$9.23K | 0.02% | 363 |
|
|
2025
Q1 | $430K | Buy |
760
+13
| +2% | +$7.35K | 0.02% | 363 |
|
|
2024
Q4 | $448K | Buy |
747
+8
| +1% | +$4.8K | 0.03% | 342 |
|
|
2024
Q3 | $431K | Buy |
739
+3
| +0.4% | +$1.75K | 0.02% | 363 |
|
|
2024
Q2 | $355K | Sell |
736
-33
| -4% | -$15.9K | 0.02% | 394 |
|
|
2024
Q1 | $431K | Buy |
769
+8
| +1% | +$4.48K | 0.03% | 356 |
|
|
2023
Q4 | $430K | Buy |
761
+10
| +1% | +$5.66K | 0.03% | 337 |
|
|
2023
Q3 | $385K | Sell |
751
-17
| -2% | -$8.72K | 0.04% | 345 |
|
|
2023
Q2 | $360K | Sell |
768
-99
| -11% | -$46.5K | 0.03% | 366 |
|
|
2023
Q1 | $485K | Sell |
867
-12
| -1% | -$6.72K | 0.05% | 291 |
|
|
2022
Q4 | $409K | Sell |
879
-5
| -0.6% | -$2.33K | 0.04% | 317 |
|
|
2022
Q3 | $373K | Sell |
884
-9
| -1% | -$3.8K | 0.03% | 323 |
|
|
2022
Q2 | $430K | Sell |
893
-49
| -5% | -$23.6K | 0.04% | 319 |
|
|
2022
Q1 | $474K | Buy |
942
+109
| +13% | +$54.8K | 0.04% | 273 |
|
|
2021
Q4 | $510K | Sell |
833
-13
| -2% | -$7.96K | 0.04% | 249 |
|
|
2021
Q3 | $515K | Sell |
846
-325
| -28% | -$198K | 0.05% | 234 |
|
|
2021
Q2 | $624K | Sell |
1,171
-94
| -7% | -$50.1K | 0.06% | 204 |
|
|
2021
Q1 | $530K | Buy |
1,265
+259
| +26% | +$109K | 0.05% | 230 |
|
|
2020
Q4 | $449K | Sell |
1,006
-35
| -3% | -$15.6K | 0.05% | 246 |
|
|
2020
Q3 | $371K | Sell |
1,041
-156
| -13% | -$55.6K | 0.04% | 248 |
|
|
2020
Q2 | $400K | Sell |
1,197
-16
| -1% | -$5.35K | 0.05% | 233 |
|
|
2020
Q1 | $351K | Buy |
1,213
+213
| +21% | +$61.6K | 0.03% | 215 |
|
|
2019
Q4 | $258K | Buy |
+1,000
| New | +$258K | 0.03% | 334 |
|
|
2019
Q3 | – | Sell |
-1,172
| Closed | -$280K | – | 435 |
|
|
2019
Q2 | $280K | Sell |
1,172
-20
| -2% | -$4.78K | 0.04% | 305 |
|
|
2019
Q1 | $237K | Buy |
+1,192
| New | +$237K | 0.03% | 338 |
|
|
2018
Q4 | – | Sell |
-1,234
| Closed | -$219K | – | 411 |
|
|
2018
Q3 | $219K | Buy |
+1,234
| New | +$219K | 0.03% | 384 |
|
|
2016
Q3 | – | Sell |
-611
| Closed | -$47K | – | 895 |
|
|
2016
Q2 | $47K | Sell |
611
-9
| -1% | -$692 | 0.01% | 862 |
|
|
2016
Q1 | $46K | Buy |
+620
| New | +$46K | 0.01% | 855 |
|