JNBA Financial Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46K | Hold |
6
| – | – | ﹤0.01% | 566 |
|
|
2025
Q1 | $3.39K | Hold |
6
| – | – | ﹤0.01% | 567 |
|
|
2024
Q4 | $3.6K | Hold |
6
| – | – | ﹤0.01% | 559 |
|
|
2024
Q3 | $3.5K | Hold |
6
| – | – | ﹤0.01% | 573 |
|
|
2024
Q2 | $2.89K | Hold |
6
| – | – | ﹤0.01% | 558 |
|
|
2024
Q1 | $3.36K | Hold |
6
| – | – | ﹤0.01% | 565 |
|
|
2023
Q4 | $3.39K | Hold |
6
| – | – | ﹤0.01% | 572 |
|
|
2023
Q3 | $3.08K | Hold |
6
| – | – | ﹤0.01% | 588 |
|
|
2023
Q2 | $2.82K | Buy |
+6
| New | +$2.82K | ﹤0.01% | 596 |
|
|
2022
Q1 | – | Sell |
-8
| Closed | -$5K | – | 785 |
|
|
2021
Q4 | $5K | Sell |
8
-121
| -94% | -$75.6K | ﹤0.01% | 613 |
|
|
2021
Q3 | $78K | Buy |
+129
| New | +$78K | 0.01% | 249 |
|
|
2016
Q4 | – | Sell |
-37
| Closed | -$3K | – | 1005 |
|
|
2016
Q3 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 1361 |
|