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Laurel Wealth Advisors (California)’s MSCI MSCI Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,084
Closed -$545K – 713
2022
Q1 		$545K Sell
1,084
-262
-19% -$132K 0.05% 383
2021
Q4 		$825K Buy
+1,346
New +$825K 0.06% 317