Independent Advisor Alliance’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $289K | Buy |
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|
2025
Q2 | $282K | Buy |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $374K | Buy |
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|
2024
Q3 | $285K | Sell |
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|
2024
Q2 | $284K | Buy |
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|
2024
Q1 | $307K | Sell |
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|
2023
Q4 | $325K | Buy |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $224K | Hold |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $243K | Buy |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $218K | Buy |
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