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D.B. Root & Company’s MSCI MSCI Stock Holding History

D.B. Root & Company’s Portfolio MSCI Stock Details MSCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-428
Closed -$257K – 196
2024
Q4 		$257K Buy
428
+1
+0.2% +$600 0.08% 150
2024
Q3 		$249K Sell
427
-377
-47% -$220K 0.08% 158
2024
Q2 		$387K Buy
+804
New +$387K 0.13% 131