Keudell/Morrison Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+348
| New | +$201K | 0.04% | 222 |
|
|
2025
Q1 | – | Sell |
-349
| Closed | -$209K | – | 229 |
|
|
2024
Q4 | $209K | Hold |
349
| – | – | 0.05% | 204 |
|
|
2024
Q3 | $203K | Buy |
+349
| New | +$203K | 0.06% | 212 |
|
|
2020
Q3 | – | Sell |
-629
| Closed | -$210K | – | 150 |
|
|
2020
Q2 | $210K | Buy |
+629
| New | +$210K | 0.17% | 130 |
|