Chicago Partners Investment Group’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 | $477K | Sell |
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|
2025
Q2 | $443K | Buy |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $396K | Buy |
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|
2024
Q3 | $254K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $547K | Buy |
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|
2022
Q1 | $448K | Buy |
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|
2021
Q4 | $591K | Sell |
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|
2021
Q3 | $723K | Sell |
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|
2021
Q2 | $673K | Sell |
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|
2021
Q1 | $605K | Sell |
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|
2020
Q4 | $517K | Buy |
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