Connecticut Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
681
-24
| -3% | -$13.8K | 0.02% | 230 |
|
|
2025
Q1 | $399K | Hold |
705
| – | – | 0.02% | 224 |
|
|
2024
Q4 | $423K | Buy |
705
+15
| +2% | +$9K | 0.02% | 203 |
|
|
2024
Q3 | $402K | Sell |
690
-15
| -2% | -$8.74K | 0.02% | 237 |
|
|
2024
Q2 | $340K | Sell |
705
-298
| -30% | -$144K | 0.02% | 249 |
|
|
2024
Q1 | $562K | Sell |
1,003
-98
| -9% | -$54.9K | 0.03% | 206 |
|
|
2023
Q4 | $623K | Buy |
1,101
+412
| +60% | +$233K | 0.04% | 192 |
|
|
2023
Q3 | $354K | Buy |
+689
| New | +$354K | 0.02% | 204 |
|