GA
Geller Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $468K | Sell |
780
-10
| -1% | -$6K | 0.03% | 142 |
|
|
2024
Q3 | $461K | Sell |
790
-26
| -3% | -$15.2K | 0.03% | 147 |
|
|
2024
Q2 | $393K | Buy |
816
+19
| +2% | +$9.15K | 0.03% | 171 |
|
|
2024
Q1 | $447K | Buy |
797
+5
| +0.6% | +$2.8K | 0.04% | 163 |
|
|
2023
Q4 | $448K | Buy |
792
+2
| +0.3% | +$1.13K | 0.04% | 146 |
|
|
2023
Q3 | $405K | Buy |
+790
| New | +$405K | 0.05% | 148 |
|
|
2023
Q2 | – | Sell |
-482
| Closed | -$270K | – | 252 |
|
|
2023
Q1 | $270K | Buy |
+482
| New | +$270K | 0.04% | 138 |
|
|
2022
Q1 | – | Sell |
-350
| Closed | -$214K | – | 182 |
|
|
2021
Q4 | $214K | Sell |
350
-1
| -0.3% | -$611 | 0.04% | 167 |
|
|
2021
Q3 | $214K | Buy |
+351
| New | +$214K | 0.05% | 145 |
|