Financial Management Professionals’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.5K | Buy |
39
+5
| +15% | +$2.88K | ﹤0.01% | 393 |
|
2025
Q1 | $19.2K | Sell |
34
-1
| -3% | -$566 | ﹤0.01% | 430 |
|
2024
Q4 | $21K | Hold |
35
| – | – | ﹤0.01% | 402 |
|
2024
Q3 | $20K | Buy |
35
+3
| +9% | +$1.71K | ﹤0.01% | 426 |
|
2024
Q2 | $15K | Sell |
32
-2
| -6% | -$938 | ﹤0.01% | 432 |
|
2024
Q1 | $19K | Buy |
34
+3
| +10% | +$1.68K | ﹤0.01% | 425 |
|
2023
Q4 | $18K | Buy |
31
+1
| +3% | +$581 | ﹤0.01% | 423 |
|
2023
Q3 | $15K | Hold |
30
| – | – | ﹤0.01% | 425 |
|
2023
Q2 | $14K | Sell |
30
-1
| -3% | -$467 | ﹤0.01% | 481 |
|
2023
Q1 | $17K | Buy |
31
+1
| +3% | +$548 | ﹤0.01% | 459 |
|
2022
Q4 | $14K | Hold |
30
| – | – | ﹤0.01% | 440 |
|
2022
Q3 | $13K | Hold |
30
| – | – | ﹤0.01% | 430 |
|
2022
Q2 | $12K | Buy |
30
+3
| +11% | +$1.2K | ﹤0.01% | 462 |
|
2022
Q1 | $14K | Buy |
27
+11
| +69% | +$5.7K | ﹤0.01% | 441 |
|
2021
Q4 | $10K | Hold |
16
| – | – | ﹤0.01% | 484 |
|
2021
Q3 | $10K | Hold |
16
| – | – | ﹤0.01% | 481 |
|
2021
Q2 | $9K | Hold |
16
| – | – | ﹤0.01% | 418 |
|
2021
Q1 | $7K | Hold |
16
| – | – | ﹤0.01% | 429 |
|
2020
Q4 | $7K | Hold |
16
| – | – | ﹤0.01% | 411 |
|
2020
Q3 | $6K | Hold |
16
| – | – | ﹤0.01% | 379 |
|
2020
Q2 | $5K | Buy |
+16
| New | +$5K | ﹤0.01% | 391 |
|
2017
Q2 | – | Sell |
-100
| Closed | -$9K | – | 281 |
|
2017
Q1 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 178 |
|