Geller Advisors’s MSCI MSCI Stock Holding History

Geller Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$468K	Sell
2024 Q3	$461K	Sell
2024 Q2	$393K	Buy
2024 Q1	$447K	Buy
2023 Q4	$448K	Buy
2023 Q3	$405K	Buy
2023 Q2	–	Sell
2023 Q1	$270K	Buy
2022 Q1	–	Sell
2021 Q4	$214K	Sell
2021 Q3	$214K	Buy