InceptionR’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
+2,423
| New | +$1.4M | 0.32% | 77 |
|
|
2025
Q1 | – | Sell |
-2,029
| Closed | -$1.22M | – | 733 |
|
|
2024
Q4 | $1.22M | Buy |
+2,029
| New | +$1.22M | 0.27% | 114 |
|
|
2024
Q2 | – | Sell |
-1,015
| Closed | -$569K | – | 767 |
|
|
2024
Q1 | $569K | Buy |
+1,015
| New | +$569K | 0.15% | 275 |
|
|
2023
Q4 | – | Sell |
-1,055
| Closed | -$541K | – | 478 |
|
|
2023
Q3 | $541K | Buy |
+1,055
| New | +$541K | 0.31% | 126 |
|
|
2023
Q1 | – | Sell |
-913
| Closed | -$425K | – | 533 |
|
|
2022
Q4 | $425K | Buy |
+913
| New | +$425K | 0.22% | 199 |
|