LGT Financial Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25
| Closed | -$15K | – | 575 |
|
|
2024
Q4 | $15K | Hold |
25
| – | – | 0.03% | 369 |
|
|
2024
Q3 | $14.6K | Hold |
25
| – | – | 0.04% | 346 |
|
|
2024
Q2 | $12K | Hold |
25
| – | – | 0.03% | 426 |
|
|
2024
Q1 | $14K | Hold |
25
| – | – | 0.02% | 436 |
|
|
2023
Q4 | $14.1K | Hold |
25
| – | – | 0.02% | 413 |
|
|
2023
Q3 | $12.8K | Buy |
+25
| New | +$12.8K | 0.02% | 433 |
|