Jackson Grant Investment Advisers’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5
| Closed | -$3K | – | 395 |
|
|
2024
Q4 | $3K | Hold |
5
| – | – | ﹤0.01% | 350 |
|
|
2024
Q3 | $2.92K | Hold |
5
| – | – | ﹤0.01% | 356 |
|
|
2024
Q2 | $2.41K | Hold |
5
| – | – | ﹤0.01% | 362 |
|
|
2024
Q1 | $2.8K | Hold |
5
| – | – | ﹤0.01% | 341 |
|
|
2023
Q4 | $2.83K | Hold |
5
| – | – | ﹤0.01% | 334 |
|
|
2023
Q3 | $2.57K | Hold |
5
| – | – | ﹤0.01% | 333 |
|
|
2023
Q2 | $2.35K | Sell |
5
-94
| -95% | -$44.1K | ﹤0.01% | 360 |
|
|
2023
Q1 | $55.4K | Buy |
99
+5
| +5% | +$2.8K | 0.03% | 173 |
|
|
2022
Q4 | $43.7K | Hold |
94
| – | – | 0.02% | 190 |
|
|
2022
Q3 | $40K | Hold |
94
| – | – | 0.02% | 198 |
|
|
2022
Q2 | $39K | Hold |
94
| – | – | 0.02% | 208 |
|
|
2022
Q1 | $47K | Hold |
94
| – | – | 0.02% | 211 |
|
|
2021
Q4 | $58K | Hold |
94
| – | – | 0.03% | 159 |
|
|
2021
Q3 | $57K | Hold |
94
| – | – | 0.03% | 192 |
|
|
2021
Q2 | $50K | Hold |
94
| – | – | 0.02% | 203 |
|
|
2021
Q1 | $39K | Hold |
94
| – | – | 0.02% | 221 |
|
|
2020
Q4 | $42K | Buy |
+94
| New | +$42K | 0.02% | 199 |
|