Disciplined Investments’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5
| Closed | -$2.35K | – | 1009 |
|
|
2023
Q2 | $2.35K | Sell |
5
-1
| -17% | -$469 | ﹤0.01% | 604 |
|
|
2023
Q1 | $3.36K | Buy |
6
+2
| +50% | +$1.12K | ﹤0.01% | 501 |
|
|
2022
Q4 | $1.86K | Sell |
4
-1
| -20% | -$465 | ﹤0.01% | 654 |
|
|
2022
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 685 |
|
|
2022
Q2 | $2K | Buy |
5
+1
| +25% | +$400 | ﹤0.01% | 697 |
|
|
2022
Q1 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 742 |
|
|
2020
Q3 | – | Sell |
-4
| Closed | -$1K | – | 426 |
|
|
2020
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 387 |
|
|
2020
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 402 |
|
|
2019
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 412 |
|