Freedom Investment Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
3,186
-134
| -4% | -$77.3K | 0.15% | 114 |
|
|
2025
Q1 | $1.88M | Sell |
3,320
-204
| -6% | -$115K | 0.16% | 115 |
|
|
2024
Q4 | $2.11M | Sell |
3,524
-85
| -2% | -$51K | 0.18% | 95 |
|
|
2024
Q3 | $2.1M | Sell |
3,609
-256
| -7% | -$149K | 0.17% | 104 |
|
|
2024
Q2 | $1.86M | Buy |
3,865
+186
| +5% | +$89.6K | 0.15% | 123 |
|
|
2024
Q1 | $2.06M | Sell |
3,679
-385
| -9% | -$216K | 0.17% | 114 |
|
|
2023
Q4 | $2.3M | Sell |
4,064
-306
| -7% | -$173K | 0.19% | 95 |
|
|
2023
Q3 | $2.24M | Sell |
4,370
-3,551
| -45% | -$1.82M | 0.27% | 80 |
|
|
2023
Q2 | $3.72M | Sell |
7,921
-993
| -11% | -$466K | 0.42% | 43 |
|
|
2023
Q1 | $4.99M | Sell |
8,914
-1,266
| -12% | -$709K | 0.56% | 26 |
|
|
2022
Q4 | $4.74M | Sell |
10,180
-632
| -6% | -$294K | 0.53% | 31 |
|
|
2022
Q3 | $4.56M | Sell |
10,812
-195
| -2% | -$82.2K | 0.53% | 35 |
|
|
2022
Q2 | $4.54M | Sell |
11,007
-2,619
| -19% | -$1.08M | 0.48% | 38 |
|
|
2022
Q1 | $6.85M | Buy |
13,626
+1,232
| +10% | +$620K | 0.61% | 21 |
|
|
2021
Q4 | $7.59M | Sell |
12,394
-2,902
| -19% | -$1.78M | 0.56% | 26 |
|
|
2021
Q3 | $9.31M | Buy |
15,296
+1,850
| +14% | +$1.13M | 0.71% | 18 |
|
|
2021
Q2 | $7.17M | Sell |
13,446
-436
| -3% | -$232K | 0.53% | 26 |
|
|
2021
Q1 | $5.82M | Sell |
13,882
-1,590
| -10% | -$667K | 0.45% | 41 |
|
|
2020
Q4 | $6.91M | Sell |
15,472
-28
| -0.2% | -$12.5K | 0.76% | 19 |
|
|
2020
Q3 | $5.53M | Buy |
15,500
+761
| +5% | +$272K | 0.6% | 29 |
|
|
2020
Q2 | $4.92M | Sell |
14,739
-4,131
| -22% | -$1.38M | 0.54% | 33 |
|
|
2020
Q1 | $5.62M | Buy |
18,870
+196
| +1% | +$58.4K | 0.5% | 38 |
|
|
2019
Q4 | $4.82M | Buy |
18,674
+102
| +0.5% | +$26.3K | 0.42% | 50 |
|
|
2019
Q3 | $4.04M | Buy |
18,572
+168
| +0.9% | +$36.6K | 0.35% | 48 |
|
|
2019
Q2 | $4.4M | Sell |
18,404
-2,670
| -13% | -$638K | 0.37% | 48 |
|
|
2019
Q1 | $4.19M | Buy |
21,074
+87
| +0.4% | +$17.3K | 0.34% | 54 |
|
|
2018
Q4 | $3.09M | Sell |
20,987
-1,671
| -7% | -$246K | 0.24% | 67 |
|
|
2018
Q3 | $4.13M | Sell |
22,658
-1,782
| -7% | -$325K | 0.26% | 56 |
|
|
2018
Q2 | $4.04M | Buy |
24,440
+12,569
| +106% | +$2.08M | 0.24% | 62 |
|
|
2018
Q1 | $1.77M | Sell |
11,871
-334
| -3% | -$49.9K | 0.09% | 206 |
|
|
2017
Q4 | $1.54M | Sell |
12,205
-673
| -5% | -$85.1K | 0.08% | 220 |
|
|
2017
Q3 | $1.51M | Buy |
12,878
+631
| +5% | +$73.7K | 0.08% | 203 |
|
|
2017
Q2 | $1.26M | Sell |
12,247
-899
| -7% | -$92.6K | 0.07% | 234 |
|
|
2017
Q1 | $1.28M | Buy |
13,146
+306
| +2% | +$29.7K | 0.07% | 224 |
|
|
2016
Q4 | $1.01M | Sell |
12,840
-2,468
| -16% | -$195K | 0.06% | 241 |
|
|
2016
Q3 | $1.29M | Buy |
15,308
+251
| +2% | +$21.1K | 0.08% | 178 |
|
|
2016
Q2 | $1.16M | Buy |
15,057
+684
| +5% | +$52.7K | 0.08% | 183 |
|
|
2016
Q1 | $1.07M | Sell |
14,373
-690
| -5% | -$51.1K | 0.08% | 198 |
|
|
2015
Q4 | $1.09M | Buy |
15,063
+5,567
| +59% | +$402K | 0.08% | 201 |
|
|
2015
Q3 | $422K | Sell |
9,496
-3,516
| -27% | -$156K | 0.04% | 361 |
|
|
2015
Q2 | $801K | Buy |
+13,012
| New | +$801K | 0.08% | 204 |
|