Financial Architects (New Jersey)’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-373
| Closed | -$227K | – | 345 |
|
|
2021
Q3 | $227K | Buy |
+373
| New | +$227K | 0.03% | 300 |
|
|
2020
Q3 | – | Sell |
-14
| Closed | -$5K | – | 569 |
|
|
2020
Q2 | $5K | Buy |
14
+6
| +75% | +$2.14K | ﹤0.01% | 722 |
|
|
2020
Q1 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 786 |
|
|
2017
Q1 | – | Sell |
-487
| Closed | -$38K | – | 1496 |
|
|
2016
Q4 | $38K | Hold |
487
| – | – | 0.01% | 641 |
|
|
2016
Q3 | $41K | Buy |
487
+287
| +144% | +$24.2K | 0.01% | 630 |
|
|
2016
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 858 |
|
|
2016
Q1 | $15K | Buy |
+200
| New | +$15K | 0.01% | 631 |
|