IFP Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
2,785
+588
| +27% | +$339K | 0.05% | 413 |
|
|
2025
Q1 | $1.24M | Buy |
2,197
+126
| +6% | +$71.3K | 0.04% | 498 |
|
|
2024
Q4 | $1.24M | Buy |
2,071
+85
| +4% | +$51K | 0.04% | 471 |
|
|
2024
Q3 | $1.16M | Buy |
1,986
+1,591
| +403% | +$928K | 0.04% | 444 |
|
|
2024
Q2 | $190K | Buy |
395
+183
| +86% | +$88.2K | 0.01% | 1070 |
|
|
2024
Q1 | $119K | Buy |
212
+8
| +4% | +$4.49K | 0.01% | 1214 |
|
|
2023
Q4 | $115K | Sell |
204
-111
| -35% | -$62.8K | 0.01% | 1185 |
|
|
2023
Q3 | $162K | Sell |
315
-144
| -31% | -$73.9K | 0.01% | 1053 |
|
|
2023
Q2 | $215K | Sell |
459
-59
| -11% | -$27.7K | 0.01% | 978 |
|
|
2023
Q1 | $84.7K | Sell |
518
-303
| -37% | -$49.5K | ﹤0.01% | 1339 |
|
|
2022
Q4 | $163K | Buy |
821
+57
| +7% | +$11.3K | ﹤0.01% | 1457 |
|
|
2022
Q3 | $160K | Buy |
764
+147
| +24% | +$30.8K | ﹤0.01% | 1548 |
|
|
2022
Q2 | $130K | Hold |
617
| – | – | ﹤0.01% | 1528 |
|
|
2022
Q1 | $130K | Buy |
617
+84
| +16% | +$17.7K | ﹤0.01% | 1528 |
|
|
2021
Q4 | $329K | Buy |
533
+152
| +40% | +$93.8K | 0.01% | 736 |
|
|
2021
Q3 | $232K | Buy |
381
+35
| +10% | +$21.3K | ﹤0.01% | 857 |
|
|
2021
Q2 | $185K | Sell |
346
-135
| -28% | -$72.2K | ﹤0.01% | 940 |
|
|
2021
Q1 | $202K | Sell |
481
-46
| -9% | -$19.3K | ﹤0.01% | 832 |
|
|
2020
Q4 | $235K | Buy |
527
+12
| +2% | +$5.35K | 0.01% | 737 |
|
|
2020
Q3 | $182K | Buy |
515
+1
| +0.2% | +$353 | 0.01% | 738 |
|
|
2020
Q2 | $169K | Buy |
514
+81
| +19% | +$26.6K | 0.01% | 733 |
|
|
2020
Q1 | $127K | Sell |
433
-92
| -18% | -$27K | 0.01% | 732 |
|
|
2019
Q4 | $136K | Sell |
525
-39
| -7% | -$10.1K | 0.01% | 793 |
|
|
2019
Q3 | $122K | Buy |
+564
| New | +$122K | 0.01% | 964 |
|
|
2019
Q1 | $38K | Sell |
191
-333
| -64% | -$66.3K | 0.01% | 1079 |
|
|
2018
Q4 | $76K | Sell |
524
-25
| -5% | -$3.63K | ﹤0.01% | 1342 |
|
|
2018
Q3 | $97K | Buy |
549
+195
| +55% | +$34.5K | ﹤0.01% | 1477 |
|
|
2018
Q2 | $59K | Sell |
354
-222
| -39% | -$37K | ﹤0.01% | 1805 |
|
|
2018
Q1 | $73K | Hold |
576
| – | – | ﹤0.01% | 1571 |
|
|
2017
Q4 | $73K | Sell |
576
-29
| -5% | -$3.68K | ﹤0.01% | 1567 |
|
|
2017
Q3 | $71K | Buy |
605
+255
| +73% | +$29.9K | ﹤0.01% | 1755 |
|
|
2017
Q2 | $36K | Sell |
350
-7
| -2% | -$720 | ﹤0.01% | 2167 |
|
|
2017
Q1 | $35K | Sell |
357
-59
| -14% | -$5.78K | ﹤0.01% | 2126 |
|
|
2016
Q4 | $33K | Buy |
416
+63
| +18% | +$5K | ﹤0.01% | 2114 |
|
|
2016
Q3 | $30K | Buy |
353
+203
| +135% | +$17.3K | ﹤0.01% | 2139 |
|
|
2016
Q2 | $12K | Sell |
150
-41
| -21% | -$3.28K | ﹤0.01% | 2646 |
|
|
2016
Q1 | $38K | Sell |
191
-139
| -42% | -$27.7K | 0.01% | 1079 |
|
|
2015
Q4 | $24K | Buy |
+330
| New | +$24K | ﹤0.01% | 2043 |
|