Institute for Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Sell |
1,724
-53
| -3% | -$30.6K | 0.11% | 194 |
|
|
2025
Q1 | $1M | Buy |
1,777
+226
| +15% | +$128K | 0.13% | 180 |
|
|
2024
Q4 | $931K | Sell |
1,551
-4
| -0.3% | -$2.4K | 0.12% | 188 |
|
|
2024
Q3 | $906K | Buy |
1,555
+171
| +12% | +$99.7K | 0.11% | 194 |
|
|
2024
Q2 | $667K | Buy |
1,384
+232
| +20% | +$112K | 0.09% | 229 |
|
|
2024
Q1 | $646K | Sell |
1,152
-6
| -0.5% | -$3.36K | 0.08% | 235 |
|
|
2023
Q4 | $655K | Sell |
1,158
-9
| -0.8% | -$5.09K | 0.11% | 220 |
|
|
2023
Q3 | $599K | Buy |
1,167
+1
| +0.1% | +$513 | 0.11% | 218 |
|
|
2023
Q2 | $547K | Sell |
1,166
-202
| -15% | -$94.8K | 0.09% | 241 |
|
|
2023
Q1 | $766K | Sell |
1,368
-26
| -2% | -$14.6K | 0.15% | 173 |
|
|
2022
Q4 | $648K | Buy |
1,394
+98
| +8% | +$45.6K | 0.14% | 201 |
|
|
2022
Q3 | $547K | Buy |
1,296
+72
| +6% | +$30.4K | 0.12% | 217 |
|
|
2022
Q2 | $504K | Buy |
1,224
+25
| +2% | +$10.3K | 0.1% | 270 |
|
|
2022
Q1 | $603K | Buy |
1,199
+30
| +3% | +$15.1K | 0.1% | 250 |
|
|
2021
Q4 | $716K | Sell |
1,169
-36
| -3% | -$22.1K | 0.12% | 211 |
|
|
2021
Q3 | $733K | Buy |
1,205
+178
| +17% | +$108K | 0.13% | 194 |
|
|
2021
Q2 | $547K | Buy |
1,027
+88
| +9% | +$46.9K | 0.1% | 257 |
|
|
2021
Q1 | $394K | Buy |
939
+128
| +16% | +$53.7K | 0.07% | 307 |
|
|
2020
Q4 | $362K | Buy |
+811
| New | +$362K | 0.07% | 313 |
|