Lantz Financial’s MSCI MSCI Stock Holding History

Lantz Financial’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$212K	Sell
2025 Q1	$228K	Buy
2024 Q4	$242K	Buy
2024 Q3	$234K	Buy
2022 Q1	–	Sell
2021 Q4	$219K	Buy
2021 Q3	$212K	Buy