Chicago Partners Investment Group’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
835
+346
| +71% | +$184K | 0.01% | 651 |
|
|
2025
Q1 | $270K | Sell |
489
-168
| -26% | -$92.9K | 0.01% | 733 |
|
|
2024
Q4 | $396K | Buy |
657
+232
| +55% | +$140K | 0.01% | 572 |
|
|
2024
Q3 | $254K | Buy |
+425
| New | +$254K | 0.01% | 677 |
|
|
2022
Q3 | – | Sell |
-1,137
| Closed | -$547K | – | 614 |
|
|
2022
Q2 | $547K | Buy |
1,137
+17
| +2% | +$8.18K | 0.04% | 318 |
|
|
2022
Q1 | $448K | Buy |
1,120
+11
| +1% | +$4.4K | 0.03% | 340 |
|
|
2021
Q4 | $591K | Sell |
1,109
-18
| -2% | -$9.59K | 0.04% | 304 |
|
|
2021
Q3 | $723K | Sell |
1,127
-42
| -4% | -$26.9K | 0.05% | 281 |
|
|
2021
Q2 | $673K | Sell |
1,169
-73
| -6% | -$42K | 0.05% | 277 |
|
|
2021
Q1 | $605K | Sell |
1,242
-12
| -1% | -$5.85K | 0.05% | 275 |
|
|
2020
Q4 | $517K | Buy |
+1,254
| New | +$517K | 0.05% | 274 |
|