Lee Financial’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$2.83K | – | 575 |
|
|
2023
Q4 | $2.83K | Sell |
5
-6
| -55% | -$3.4K | ﹤0.01% | 673 |
|
|
2023
Q3 | $5.64K | Hold |
11
| – | – | ﹤0.01% | 500 |
|
|
2023
Q2 | $5.16K | Hold |
11
| – | – | ﹤0.01% | 503 |
|
|
2023
Q1 | $6.16K | Buy |
11
+5
| +83% | +$2.8K | ﹤0.01% | 498 |
|
|
2022
Q4 | $2.79K | Buy |
6
+5
| +500% | +$2.33K | ﹤0.01% | 632 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 939 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 934 |
|
|
2022
Q1 | – | Sell |
-21
| Closed | -$13K | – | 881 |
|
|
2021
Q4 | $13K | Buy |
+21
| New | +$13K | ﹤0.01% | 444 |
|