Lantz Financial’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
368
-36
| -9% | -$20.8K | 0.05% | 226 |
|
|
2025
Q1 | $228K | Buy |
404
+1
| +0.2% | +$566 | 0.06% | 198 |
|
|
2024
Q4 | $242K | Buy |
403
+2
| +0.5% | +$1.2K | 0.06% | 196 |
|
|
2024
Q3 | $234K | Buy |
+401
| New | +$234K | 0.06% | 201 |
|
|
2022
Q1 | – | Sell |
-357
| Closed | -$219K | – | 171 |
|
|
2021
Q4 | $219K | Buy |
357
+9
| +3% | +$5.52K | 0.1% | 143 |
|
|
2021
Q3 | $212K | Buy |
+348
| New | +$212K | 0.11% | 139 |
|