Kelly Financial Services’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-133
| Closed | -$64K | – | 515 |
|
|
2024
Q2 | $64K | Buy |
133
+24
| +22% | +$11.5K | 0.02% | 201 |
|
|
2024
Q1 | $60.8K | Hold |
109
| – | – | 0.02% | 194 |
|
|
2023
Q4 | $61.8K | Buy |
109
+6
| +6% | +$3.4K | 0.03% | 180 |
|
|
2023
Q3 | $52.8K | Buy |
103
+4
| +4% | +$2.05K | 0.02% | 177 |
|
|
2023
Q2 | $46.4K | Buy |
99
+34
| +52% | +$15.9K | 0.02% | 197 |
|
|
2023
Q1 | $36.2K | Sell |
65
-5
| -7% | -$2.78K | 0.02% | 215 |
|
|
2022
Q4 | $32.4K | Buy |
70
+18
| +35% | +$8.32K | 0.02% | 215 |
|
|
2022
Q3 | $22.1K | Sell |
52
-1
| -2% | -$425 | 0.01% | 247 |
|
|
2022
Q2 | $22K | Sell |
53
-7
| -12% | -$2.9K | 0.01% | 248 |
|
|
2022
Q1 | $30.3K | Sell |
60
-6
| -9% | -$3.03K | 0.01% | 233 |
|
|
2021
Q4 | $40.5K | Buy |
66
+28
| +74% | +$17.2K | 0.02% | 205 |
|
|
2021
Q3 | $23.2K | Sell |
38
-15,963
| -100% | -$9.73M | 0.01% | 240 |
|
|
2021
Q2 | $30K | Buy |
16,001
+15,996
| +319,920% | +$30K | ﹤0.01% | 515 |
|
|
2021
Q1 | $2.1K | Hold |
5
| – | – | ﹤0.01% | 497 |
|
|
2020
Q4 | $2.23K | Buy |
+5
| New | +$2.23K | ﹤0.01% | 449 |
|