Cornerstone Planning Group’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2K | Buy |
29
+1
| +4% | +$559 | ﹤0.01% | 458 |
|
|
2025
Q1 | $14.9K | Buy |
28
+23
| +460% | +$12.3K | ﹤0.01% | 468 |
|
|
2024
Q4 | $3.12K | Buy |
5
+1
| +25% | +$624 | ﹤0.01% | 680 |
|
|
2024
Q3 | $2.32K | Buy |
4
+1
| +33% | +$579 | ﹤0.01% | 734 |
|
|
2024
Q2 | $1.55K | Sell |
3
-1
| -25% | -$518 | ﹤0.01% | 840 |
|
|
2024
Q1 | $1.87K | Buy |
4
+1
| +33% | +$467 | ﹤0.01% | 675 |
|
|
2023
Q4 | $1.7K | Hold |
3
| – | – | ﹤0.01% | 658 |
|
|
2023
Q3 | $1.54K | Hold |
3
| – | – | ﹤0.01% | 709 |
|
|
2023
Q2 | $1.41K | Buy |
+3
| New | +$1.41K | ﹤0.01% | 1273 |
|
|
2022
Q4 | $1.49K | Buy |
+3
| New | +$1.49K | ﹤0.01% | 1271 |
|