First Personal Financial Services’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4
| Closed | -$1K | – | 443 |
|
|
2019
Q4 | $1K | Sell |
4
-62
| -94% | -$15.5K | ﹤0.01% | 463 |
|
|
2019
Q3 | $14K | Hold |
66
| – | – | ﹤0.01% | 353 |
|
|
2019
Q2 | $16K | Buy |
66
+4
| +6% | +$970 | ﹤0.01% | 433 |
|
|
2019
Q1 | $12K | Buy |
62
+6
| +11% | +$1.16K | ﹤0.01% | 471 |
|
|
2018
Q4 | $8K | Hold |
56
| – | – | ﹤0.01% | 498 |
|
|
2018
Q3 | $10K | Buy |
56
+29
| +107% | +$5.18K | ﹤0.01% | 496 |
|
|
2018
Q2 | $4K | Hold |
27
| – | – | ﹤0.01% | 604 |
|
|
2018
Q1 | $4K | Hold |
27
| – | – | ﹤0.01% | 940 |
|
|
2017
Q4 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 954 |
|
|
2015
Q1 | – | Sell |
-77
| Closed | -$3K | – | 593 |
|
|
2014
Q4 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 335 |
|