JSF Financial’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $359K | Hold |
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|
2025
Q2 | $365K | Hold |
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|
2025
Q1 | $358K | Hold |
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|
2024
Q4 | $380K | Hold |
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|
2024
Q3 | $369K | Hold |
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|
2024
Q2 | $305K | Hold |
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|
2024
Q1 | $355K | Hold |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $350K | Sell |
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|
2023
Q2 | $337K | Sell |
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|
2023
Q1 | $458K | Buy |
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|
2022
Q4 | $364K | Hold |
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|
2022
Q3 | $330K | Hold |
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|
2022
Q2 | $323K | Hold |
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|
2022
Q1 | $394K | Sell |
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|
2021
Q4 | $854K | Buy |
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|
2021
Q3 | $802K | Sell |
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|
2021
Q2 | $736K | Buy |
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|
2021
Q1 | $560K | Sell |
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|
2020
Q4 | $598K | Buy |
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|
2020
Q3 | $432K | Buy |
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|
2020
Q2 | $361K | Buy |
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|
2020
Q1 | $226K | Hold |
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|
2019
Q4 | $202K | Buy |
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