Elevated Capital Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,307
| Closed | -$551K | – | 165 |
|
|
2022
Q3 | $551K | Buy |
+1,307
| New | +$551K | 0.22% | 116 |
|
|
2022
Q1 | $663K | Buy |
+1,318
| New | +$663K | 0.22% | 121 |
|
|
2021
Q3 | $764K | Buy |
+1,255
| New | +$764K | 0.26% | 112 |
|
|
2021
Q1 | $531K | Buy |
1,135
+46
| +4% | +$21.5K | 0.21% | 127 |
|
|
2020
Q4 | $486K | Buy |
1,089
+66
| +6% | +$29.5K | 0.21% | 127 |
|
|
2020
Q3 | $389K | Sell |
1,023
-172
| -14% | -$65.4K | 0.18% | 129 |
|
|
2020
Q2 | $452K | Buy |
+1,195
| New | +$452K | 0.21% | 125 |
|