CA
Cornerstone Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
4,400
-500
| -10% | -$288K | 0.09% | 164 |
|
|
2025
Q1 | $2.77M | Hold |
4,900
| – | – | 0.12% | 161 |
|
|
2024
Q4 | $2.94M | Hold |
4,900
| – | – | 0.12% | 156 |
|
|
2024
Q3 | $2.86M | Hold |
4,900
| – | – | 0.11% | 166 |
|
|
2024
Q2 | $2.36M | Sell |
4,900
-1,200
| -20% | -$578K | 0.1% | 174 |
|
|
2024
Q1 | $3.42M | Sell |
6,100
-200
| -3% | -$112K | 0.14% | 164 |
|
|
2023
Q4 | $3.56M | Sell |
6,300
-1,100
| -15% | -$622K | 0.16% | 150 |
|
|
2023
Q3 | $3.8M | Buy |
7,400
+400
| +6% | +$205K | 0.18% | 144 |
|
|
2023
Q2 | $3.29M | Hold |
7,000
| – | – | 0.16% | 149 |
|
|
2023
Q1 | $3.92M | Buy |
+7,000
| New | +$3.92M | 0.18% | 118 |
|