Forum Financial Management’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 | $350K | Buy |
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|
2025
Q2 | $313K | Sell |
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|
2025
Q1 | $313K | Hold |
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|
2024
Q4 | $332K | Buy |
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|
2024
Q3 | $304K | Buy |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $288K | Hold |
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|
2023
Q4 | $291K | Hold |
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $238K | Sell |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $242K | Buy |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q4 | $251K | Buy |
|