Global Retirement Partners’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.9K | Buy |
+128
| New | +$73.9K | ﹤0.01% | 1574 |
|
|
2024
Q4 | $70.2K | Sell |
117
-18
| -13% | -$10.8K | ﹤0.01% | 1447 |
|
|
2024
Q3 | $78.7K | Buy |
135
+38
| +39% | +$22.2K | ﹤0.01% | 1346 |
|
|
2024
Q2 | $46.7K | Sell |
97
-255
| -72% | -$123K | ﹤0.01% | 1574 |
|
|
2024
Q1 | $197K | Buy |
352
+17
| +5% | +$9.53K | 0.01% | 797 |
|
|
2023
Q4 | $182K | Sell |
335
-37
| -10% | -$20.1K | 0.01% | 794 |
|
|
2023
Q3 | $187K | Buy |
372
+12
| +3% | +$6.02K | 0.01% | 688 |
|
|
2023
Q2 | $169K | Sell |
360
-1
| -0.3% | -$469 | 0.01% | 756 |
|
|
2023
Q1 | $168K | Buy |
361
+5
| +1% | +$2.33K | 0.01% | 733 |
|
|
2022
Q4 | $166K | Sell |
356
-23
| -6% | -$10.7K | 0.01% | 657 |
|
|
2022
Q3 | $178K | Buy |
379
+2
| +0.5% | +$939 | 0.01% | 595 |
|
|
2022
Q2 | $155K | Buy |
377
+13
| +4% | +$5.35K | 0.01% | 623 |
|
|
2022
Q1 | $151K | Buy |
+364
| New | +$151K | 0.01% | 621 |
|
|
2021
Q4 | – | Sell |
-221
| Closed | -$134K | – | 1215 |
|
|
2021
Q3 | $134K | Buy |
221
+51
| +30% | +$30.9K | 0.01% | 567 |
|
|
2021
Q2 | $91K | Buy |
170
+32
| +23% | +$17.1K | 0.01% | 661 |
|
|
2021
Q1 | $58K | Buy |
138
+14
| +11% | +$5.88K | 0.01% | 728 |
|
|
2020
Q4 | $55K | Sell |
124
-15
| -11% | -$6.65K | 0.01% | 696 |
|
|
2020
Q3 | $50K | Sell |
139
-78
| -36% | -$28.1K | 0.01% | 641 |
|
|
2020
Q2 | $72K | Buy |
217
+20
| +10% | +$6.64K | 0.01% | 548 |
|
|
2020
Q1 | $57K | Buy |
197
+35
| +22% | +$10.1K | 0.01% | 533 |
|
|
2019
Q4 | $42K | Buy |
162
+17
| +12% | +$4.41K | 0.01% | 688 |
|
|
2019
Q3 | $32K | Sell |
145
-2
| -1% | -$441 | 0.01% | 739 |
|
|
2019
Q2 | $35K | Sell |
147
-27
| -16% | -$6.43K | 0.01% | 705 |
|
|
2019
Q1 | $35K | Sell |
174
-28
| -14% | -$5.63K | 0.01% | 647 |
|
|
2018
Q4 | $30K | Hold |
202
| – | – | 0.01% | 633 |
|
|
2018
Q3 | $36K | Buy |
202
+141
| +231% | +$25.1K | 0.01% | 645 |
|
|
2018
Q2 | $10K | Sell |
61
-3
| -5% | -$492 | ﹤0.01% | 994 |
|
|
2018
Q1 | $10K | Hold |
64
| – | – | ﹤0.01% | 970 |
|
|
2017
Q4 | $8K | Sell |
64
-2
| -3% | -$250 | ﹤0.01% | 978 |
|
|
2017
Q3 | $8K | Hold |
66
| – | – | ﹤0.01% | 898 |
|
|
2017
Q2 | $7K | Sell |
66
-3
| -4% | -$318 | ﹤0.01% | 868 |
|
|
2017
Q1 | $7K | Buy |
+69
| New | +$7K | ﹤0.01% | 835 |
|