Gradient Investments’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$560 | – | 1455 |
|
|
2024
Q1 | $560 | Sell |
1
-2
| -67% | -$1.12K | ﹤0.01% | 1001 |
|
|
2023
Q4 | $1.7K | Hold |
3
| – | – | ﹤0.01% | 1273 |
|
|
2023
Q3 | $1.54K | Hold |
3
| – | – | ﹤0.01% | 1244 |
|
|
2023
Q2 | $1.41K | Buy |
+3
| New | +$1.41K | ﹤0.01% | 1260 |
|
|
2023
Q1 | – | Sell |
-2
| Closed | -$930 | – | 1596 |
|
|
2022
Q4 | $930 | Hold |
2
| – | – | ﹤0.01% | 1208 |
|
|
2022
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1257 |
|
|
2021
Q1 | – | Sell |
-4
| Closed | -$1K | – | 1235 |
|
|
2020
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1065 |
|
|
2020
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1070 |
|
|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 1140 |
|
|
2020
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1179 |
|
|
2019
Q1 | – | Sell |
-77
| Closed | -$11K | – | 948 |
|
|
2018
Q4 | $11K | Buy |
+77
| New | +$11K | ﹤0.01% | 563 |
|
|
2017
Q2 | – | Sell |
-72
| Closed | -$7K | – | 873 |
|
|
2017
Q1 | $7K | Hold |
72
| – | – | ﹤0.01% | 565 |
|
|
2016
Q4 | $6K | Hold |
72
| – | – | ﹤0.01% | 530 |
|
|
2016
Q3 | $6K | Hold |
72
| – | – | ﹤0.01% | 516 |
|
|
2016
Q2 | $6K | Hold |
72
| – | – | ﹤0.01% | 492 |
|
|
2016
Q1 | $5K | Buy |
+72
| New | +$5K | ﹤0.01% | 534 |
|