CIA
Choate Investment Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
28,869
+3,881
| +16% | +$2.24M | 0.36% | 38 |
|
|
2025
Q1 | $14.1M | Buy |
24,988
+6,890
| +38% | +$3.9M | 0.35% | 40 |
|
|
2024
Q4 | $10.9M | Buy |
18,098
+12,699
| +235% | +$7.62M | 0.26% | 52 |
|
|
2024
Q3 | $3.18M | Buy |
+5,399
| New | +$3.18M | 0.08% | 107 |
|
|
2023
Q4 | – | Sell |
-392
| Closed | -$201K | – | 431 |
|
|
2023
Q3 | $201K | Buy |
+392
| New | +$201K | 0.01% | 349 |
|
|
2022
Q2 | – | Sell |
-405
| Closed | -$204K | – | 362 |
|
|
2022
Q1 | $204K | Hold |
405
| – | – | 0.01% | 288 |
|
|
2021
Q4 | $248K | Buy |
405
+30
| +8% | +$18.4K | 0.01% | 256 |
|
|
2021
Q3 | $228K | Hold |
375
| – | – | 0.01% | 247 |
|
|
2021
Q2 | $200K | Buy |
+375
| New | +$200K | 0.01% | 262 |
|