Jackson Grant Investment Advisers’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $3K | Hold |
|
|||||
|
2024
Q3 | $2.92K | Hold |
|
|||||
|
2024
Q2 | $2.41K | Hold |
|
|||||
|
2024
Q1 | $2.8K | Hold |
|
|||||
|
2023
Q4 | $2.83K | Hold |
|
|||||
|
2023
Q3 | $2.56K | Hold |
|
|||||
|
2023
Q2 | $2.35K | Sell |
|
|||||
|
2023
Q1 | $55.4K | Buy |
|
|||||
|
2022
Q4 | $43.7K | Hold |
|
|||||
|
2022
Q3 | $40K | Hold |
|
|||||
|
2022
Q2 | $39K | Hold |
|
|||||
|
2022
Q1 | $47K | Hold |
|
|||||
|
2021
Q4 | $58K | Hold |
|
|||||
|
2021
Q3 | $57K | Hold |
|
|||||
|
2021
Q2 | $50K | Hold |
|
|||||
|
2021
Q1 | $39K | Hold |
|
|||||
|
2020
Q4 | $42K | Buy |
|