Keystone Investors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-741
| Closed | -$419K | – | 63 |
|
|
2025
Q1 | $419K | Sell |
741
-1,168
| -61% | -$661K | 0.06% | 45 |
|
|
2024
Q4 | $1.15M | Sell |
1,909
-4,303
| -69% | -$2.58M | 0.08% | 61 |
|
|
2024
Q3 | $3.62M | Buy |
6,212
+1,597
| +35% | +$931K | 0.26% | 31 |
|
|
2024
Q2 | $2.22M | Buy |
4,615
+1,035
| +29% | +$499K | 0.19% | 39 |
|
|
2024
Q1 | $2.01M | Buy |
+3,580
| New | +$2.01M | 0.17% | 46 |
|
|
2023
Q3 | – | Sell |
-2,100
| Closed | -$986K | – | 45 |
|
|
2023
Q2 | $986K | Buy |
+2,100
| New | +$986K | 0.17% | 32 |
|