Cornerstone Planning 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
$16.4K Sell
2025
Q2
$16.2K Buy
2025
Q1
$14.9K Buy
2024
Q4
$3.12K Buy
2024
Q3
$2.32K Buy
2024
Q2
$1.55K Sell
2024
Q1
$1.87K Buy
2023
Q4
$1.7K Hold
2023
Q3
$1.54K Hold
2023
Q2
$1.41K Buy
2022
Q4
$1.49K Buy