HM Payson & Co’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$583 | – | 1113 |
|
|
2024
Q3 | $583 | Buy |
+1
| New | +$583 | ﹤0.01% | 1060 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$3.08K | – | 1017 |
|
|
2023
Q3 | $3.08K | Buy |
+6
| New | +$3.08K | ﹤0.01% | 907 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | -$2K | – | 1107 |
|
|
2022
Q1 | $2K | Buy |
+3
| New | +$2K | ﹤0.01% | 980 |
|
|
2021
Q4 | – | Sell |
-102
| Closed | -$62K | – | 1136 |
|
|
2021
Q3 | $62K | Buy |
+102
| New | +$62K | ﹤0.01% | 561 |
|
|
2021
Q1 | – | Sell |
-34
| Closed | -$15K | – | 1162 |
|
|
2020
Q4 | $15K | Buy |
+34
| New | +$15K | ﹤0.01% | 825 |
|