Diversify Advisory Services’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Buy |
1,257
+115
| +10% | +$63.3K | 0.03% | 428 |
|
|
2025
Q1 | $617K | Buy |
1,142
+131
| +13% | +$70.8K | 0.04% | 311 |
|
|
2024
Q4 | $582K | Sell |
1,011
-64
| -6% | -$36.8K | 0.03% | 334 |
|
|
2024
Q3 | $650K | Buy |
1,075
+311
| +41% | +$188K | 0.03% | 333 |
|
|
2024
Q2 | $374K | Buy |
+764
| New | +$374K | 0.02% | 441 |
|