Ellevest Inc’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
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|
2025
Q1 | $565K | Sell |
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|
2024
Q4 | $676K | Sell |
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|
2024
Q3 | $699K | Sell |
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|
2024
Q2 | $653K | Buy |
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|
2024
Q1 | $706K | Buy |
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|
2023
Q4 | $684K | Sell |
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|
2023
Q3 | $638K | Sell |
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|
2023
Q2 | $658K | Sell |
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|
2023
Q1 | $837K | Buy |
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|
2022
Q4 | $680K | Sell |
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|
2022
Q3 | $649K | Buy |
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|
2022
Q2 | $417K | Buy |
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|
2022
Q1 | $491K | Buy |
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|
2021
Q4 | $390K | Buy |
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|
2021
Q3 | $374K | Buy |
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|
2021
Q2 | $218K | Sell |
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|
2021
Q1 | $173K | Sell |
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|
2020
Q4 | $196K | Buy |
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|
2020
Q3 | $100K | Buy |
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|
2020
Q2 | $79K | Buy |
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|
2020
Q1 | $38K | Buy |
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|
2019
Q4 | $24K | Buy |
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