Intellectus Partners’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $891K | Hold |
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|
2025
Q1 | $873K | Sell |
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|
2024
Q4 | $955K | Buy |
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|
2024
Q3 | $927K | Buy |
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|
2024
Q2 | $500K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $493K | Sell |
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|
2021
Q3 | $498K | Hold |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | $329K | Sell |
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|
2020
Q4 | $444K | Buy |
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|
2020
Q3 | $342K | Sell |
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|
2020
Q2 | $497K | Buy |
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|
2020
Q1 | $405K | Sell |
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|
2019
Q4 | $398K | Hold |
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|
2019
Q3 | $336K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $194K | Sell |
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|
2016
Q4 | $236K | Buy |
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