Householder Group Estate & Retirement Specialist’s MSCI MSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-41
Closed -$21K 1265
2023
Q3
$21K Buy
+41
New +$21K 0.01% 633
2023
Q1
$23K Hold
41
0.01% 612
2022
Q4
$19K Sell
41
-82
-67% -$38K 0.03% 172
2022
Q3
$51K Buy
+123
New +$51K 0.02% 397