GFPC
Global Financial Private Client’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-179
| Closed | -$101K | – | 1080 |
|
|
2025
Q1 | $101K | Buy |
179
+49
| +38% | +$27.7K | 0.04% | 265 |
|
|
2024
Q4 | $78K | Buy |
130
+1
| +0.8% | +$600 | 0.03% | 286 |
|
|
2024
Q3 | $75.2K | Buy |
129
+12
| +10% | +$7K | 0.03% | 292 |
|
|
2024
Q2 | $56.4K | Hold |
117
| – | – | 0.02% | 290 |
|
|
2024
Q1 | $64.9K | Hold |
117
| – | – | 0.03% | 281 |
|
|
2023
Q4 | $66.2K | Hold |
117
| – | – | 0.03% | 275 |
|
|
2023
Q3 | $59.3K | Hold |
117
| – | – | 0.03% | 268 |
|
|
2023
Q2 | $55.3K | Buy |
117
+115
| +5,750% | +$54.4K | 0.03% | 278 |
|
|
2023
Q1 | $1.12K | Hold |
2
| – | – | ﹤0.01% | 613 |
|
|
2022
Q4 | $930 | Hold |
2
| – | – | ﹤0.01% | 612 |
|
|
2022
Q3 | $863 | Hold |
2
| – | – | ﹤0.01% | 590 |
|
|
2022
Q2 | $835 | Hold |
2
| – | – | ﹤0.01% | 582 |
|
|
2022
Q1 | $1.03K | Hold |
2
| – | – | ﹤0.01% | 579 |
|
|
2021
Q4 | $1.23K | Hold |
2
| – | – | ﹤0.01% | 558 |
|
|
2021
Q3 | $1.22K | Hold |
2
| – | – | ﹤0.01% | 511 |
|
|
2021
Q2 | $1.07K | Hold |
2
| – | – | ﹤0.01% | 527 |
|
|
2021
Q1 | $857 | Hold |
2
| – | – | ﹤0.01% | 515 |
|
|
2020
Q4 | $893 | Buy |
+2
| New | +$893 | ﹤0.01% | 490 |
|