FFM
Forum Financial Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
543
-10
| -2% | -$5.77K | ﹤0.01% | 646 |
|
|
2025
Q1 | $313K | Hold |
553
| – | – | 0.01% | 574 |
|
|
2024
Q4 | $332K | Buy |
553
+32
| +6% | +$19.2K | 0.01% | 554 |
|
|
2024
Q3 | $304K | Buy |
521
+6
| +1% | +$3.5K | 0.01% | 506 |
|
|
2024
Q2 | $248K | Buy |
515
+1
| +0.2% | +$482 | ﹤0.01% | 559 |
|
|
2024
Q1 | $288K | Hold |
514
| – | – | ﹤0.01% | 518 |
|
|
2023
Q4 | $291K | Hold |
514
| – | – | 0.01% | 468 |
|
|
2023
Q3 | $264K | Hold |
514
| – | – | 0.01% | 467 |
|
|
2023
Q2 | $241K | Buy |
514
+2
| +0.4% | +$939 | 0.01% | 527 |
|
|
2023
Q1 | $287K | Hold |
512
| – | – | 0.01% | 416 |
|
|
2022
Q4 | $238K | Sell |
512
-37
| -7% | -$17.2K | 0.01% | 483 |
|
|
2022
Q3 | $232K | Sell |
549
-37
| -6% | -$15.6K | 0.01% | 442 |
|
|
2022
Q2 | $242K | Buy |
586
+161
| +38% | +$66.5K | 0.01% | 441 |
|
|
2022
Q1 | $213K | Buy |
425
+16
| +4% | +$8.02K | 0.01% | 541 |
|
|
2021
Q4 | $251K | Buy |
+409
| New | +$251K | 0.01% | 497 |
|