Farther Finance Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $343K | Buy |
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|
2025
Q2 | $318K | Sell |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $446K | Sell |
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|
2024
Q3 | $461K | Buy |
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|
2024
Q2 | $316K | Buy |
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|
2024
Q1 | $224K | Buy |
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|
2023
Q4 | $179K | Buy |
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|
2023
Q3 | $78.8K | Buy |
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|
2023
Q2 | $59.6K | Sell |
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|
2023
Q1 | $109K | Sell |
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|
2022
Q4 | $97.2K | Buy |
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