Farther Finance Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
552
-143
| -21% | -$82.5K | 0.01% | 1149 |
|
|
2025
Q1 | $395K | Sell |
695
-48
| -6% | -$27.2K | 0.01% | 895 |
|
|
2024
Q4 | $446K | Sell |
743
-48
| -6% | -$28.8K | 0.02% | 629 |
|
|
2024
Q3 | $461K | Buy |
791
+133
| +20% | +$77.6K | 0.02% | 619 |
|
|
2024
Q2 | $316K | Buy |
658
+255
| +63% | +$122K | 0.02% | 657 |
|
|
2024
Q1 | $224K | Buy |
403
+86
| +27% | +$47.7K | 0.01% | 653 |
|
|
2023
Q4 | $179K | Buy |
317
+163
| +106% | +$92.1K | 0.01% | 584 |
|
|
2023
Q3 | $78.8K | Buy |
154
+27
| +21% | +$13.8K | 0.01% | 635 |
|
|
2023
Q2 | $59.6K | Sell |
127
-67
| -35% | -$31.5K | 0.01% | 613 |
|
|
2023
Q1 | $109K | Sell |
194
-15
| -7% | -$8.4K | 0.03% | 385 |
|
|
2022
Q4 | $97.2K | Buy |
+209
| New | +$97.2K | 0.04% | 334 |
|