Gries Financial’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
1,505
+20
| +1% | +$11.5K | 0.16% | 130 |
|
|
2025
Q1 | $840K | Buy |
1,485
+208
| +16% | +$118K | 0.16% | 126 |
|
|
2024
Q4 | $766K | Buy |
1,277
+5
| +0.4% | +$3K | 0.14% | 143 |
|
|
2024
Q3 | $741K | Buy |
+1,272
| New | +$741K | 0.14% | 143 |
|
|
2024
Q2 | – | Sell |
-1,358
| Closed | -$761K | – | 272 |
|
|
2024
Q1 | $761K | Buy |
+1,358
| New | +$761K | 0.13% | 140 |
|