GeoWealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Sell |
274
-12
| -4% | -$6.92K | 0.01% | 714 |
|
|
2025
Q1 | $162K | Sell |
286
-417
| -59% | -$236K | 0.01% | 704 |
|
|
2024
Q4 | $422K | Buy |
703
+14
| +2% | +$8.4K | 0.01% | 513 |
|
|
2024
Q3 | $402K | Sell |
689
-99
| -13% | -$57.7K | 0.01% | 519 |
|
|
2024
Q2 | $380K | Buy |
788
+390
| +98% | +$188K | 0.02% | 507 |
|
|
2024
Q1 | $223K | Buy |
+398
| New | +$223K | 0.01% | 651 |
|
|
2022
Q2 | – | Sell |
-132
| Closed | -$66K | – | 370 |
|
|
2022
Q1 | $66K | Buy |
132
+3
| +2% | +$1.5K | 0.01% | 334 |
|
|
2021
Q4 | $79K | Buy |
129
+17
| +15% | +$10.4K | 0.01% | 311 |
|
|
2021
Q3 | $68K | Buy |
+112
| New | +$68K | 0.01% | 330 |
|