Copperwynd Financial’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
1,793
+20
| +1% | +$11.5K | 0.26% | 67 |
|
|
2025
Q1 | $1M | Buy |
1,773
+91
| +5% | +$51.5K | 0.28% | 70 |
|
|
2024
Q4 | $1.01M | Buy |
1,682
+148
| +10% | +$88.8K | 0.28% | 62 |
|
|
2024
Q3 | $894K | Buy |
1,534
+126
| +9% | +$73.5K | 0.27% | 71 |
|
|
2024
Q2 | $761K | Buy |
+1,408
| New | +$761K | 0.25% | 77 |
|
|
2022
Q2 | – | Sell |
-1,175
| Closed | -$591K | – | 131 |
|
|
2022
Q1 | $591K | Sell |
1,175
-208
| -15% | -$105K | 0.24% | 91 |
|
|
2021
Q4 | $847K | Buy |
1,383
+81
| +6% | +$49.6K | 0.32% | 51 |
|
|
2021
Q3 | $792K | Buy |
1,302
+96
| +8% | +$58.4K | 0.33% | 47 |
|
|
2021
Q2 | $643K | Buy |
1,206
+146
| +14% | +$77.8K | 0.27% | 56 |
|
|
2021
Q1 | $444K | Buy |
1,060
+150
| +16% | +$62.8K | 0.2% | 95 |
|
|
2020
Q4 | $406K | Buy |
910
+148
| +19% | +$66K | 0.2% | 93 |
|
|
2020
Q3 | $272K | Buy |
+762
| New | +$272K | 0.14% | 104 |
|