HB Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
1,826
+304
| +20% | +$175K | 0.01% | 509 |
|
|
2025
Q1 | $861K | Buy |
1,522
+145
| +11% | +$82K | 0.01% | 572 |
|
|
2024
Q4 | $826K | Buy |
1,377
+89
| +7% | +$53.4K | 0.01% | 457 |
|
|
2024
Q3 | $751K | Buy |
1,288
+138
| +12% | +$80.5K | 0.01% | 452 |
|
|
2024
Q2 | $554K | Buy |
1,150
+257
| +29% | +$124K | 0.01% | 510 |
|
|
2024
Q1 | $500K | Buy |
893
+72
| +9% | +$40.4K | 0.01% | 499 |
|
|
2023
Q4 | $464K | Sell |
821
-138
| -14% | -$78.1K | 0.01% | 484 |
|
|
2023
Q3 | $492K | Buy |
959
+324
| +51% | +$166K | 0.01% | 431 |
|
|
2023
Q2 | $298K | Sell |
635
-85
| -12% | -$39.9K | ﹤0.01% | 547 |
|
|
2023
Q1 | $403K | Sell |
720
-23
| -3% | -$12.9K | 0.01% | 466 |
|
|
2022
Q4 | $346K | Buy |
743
+212
| +40% | +$98.6K | 0.01% | 484 |
|
|
2022
Q3 | $224K | Buy |
+531
| New | +$224K | ﹤0.01% | 516 |
|