Crestmont Private Wealth’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
903
+97
| +12% | +$55.9K | 0.19% | 43 |
|
|
2025
Q1 | $456K | Buy |
806
+159
| +25% | +$89.9K | 0.2% | 40 |
|
|
2024
Q4 | $388K | Buy |
647
+23
| +4% | +$13.8K | 0.17% | 43 |
|
|
2024
Q3 | $364K | Buy |
624
+44
| +8% | +$25.6K | 0.16% | 47 |
|
|
2024
Q2 | $279K | Buy |
580
+9
| +2% | +$4.34K | 0.13% | 61 |
|
|
2024
Q1 | $320K | Buy |
571
+98
| +21% | +$54.9K | 0.16% | 45 |
|
|
2023
Q4 | $268K | Buy |
473
+32
| +7% | +$18.1K | 0.14% | 46 |
|
|
2023
Q3 | $226K | Sell |
441
-95
| -18% | -$48.7K | 0.14% | 46 |
|
|
2023
Q2 | $252K | Buy |
536
+54
| +11% | +$25.3K | 0.15% | 47 |
|
|
2023
Q1 | $270K | Buy |
+482
| New | +$270K | 0.18% | 42 |
|