Lido Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
2,937
+1,667
| +131% | +$962K | 0.01% | 591 |
|
|
2025
Q1 | $718K | Buy |
1,270
+113
| +10% | +$63.9K | ﹤0.01% | 841 |
|
|
2024
Q4 | $694K | Buy |
1,157
+211
| +22% | +$127K | ﹤0.01% | 830 |
|
|
2024
Q3 | $552K | Buy |
946
+61
| +7% | +$35.6K | ﹤0.01% | 835 |
|
|
2024
Q2 | $427K | Buy |
885
+50
| +6% | +$24.1K | ﹤0.01% | 886 |
|
|
2024
Q1 | $468K | Buy |
835
+2
| +0.2% | +$1.12K | ﹤0.01% | 841 |
|
|
2023
Q4 | $471K | Buy |
833
+51
| +7% | +$28.9K | ﹤0.01% | 793 |
|
|
2023
Q3 | $401K | Buy |
782
+48
| +7% | +$24.6K | ﹤0.01% | 727 |
|
|
2023
Q2 | $345K | Sell |
734
-192
| -21% | -$90.2K | ﹤0.01% | 775 |
|
|
2023
Q1 | $518K | Buy |
926
+51
| +6% | +$28.6K | 0.01% | 591 |
|
|
2022
Q4 | $407K | Buy |
875
+89
| +11% | +$41.4K | 0.01% | 606 |
|
|
2022
Q3 | $331K | Sell |
786
-6
| -0.8% | -$2.53K | ﹤0.01% | 638 |
|
|
2022
Q2 | $326K | Buy |
792
+64
| +9% | +$26.3K | ﹤0.01% | 619 |
|
|
2022
Q1 | $366K | Buy |
728
+29
| +4% | +$14.6K | ﹤0.01% | 654 |
|
|
2021
Q4 | $428K | Sell |
699
-15
| -2% | -$9.19K | ﹤0.01% | 585 |
|
|
2021
Q3 | $434K | Buy |
714
+7
| +1% | +$4.26K | 0.01% | 561 |
|
|
2021
Q2 | $377K | Buy |
707
+32
| +5% | +$17.1K | 0.01% | 540 |
|
|
2021
Q1 | $283K | Sell |
675
-3
| -0.4% | -$1.26K | ﹤0.01% | 597 |
|
|
2020
Q4 | $302K | Buy |
+678
| New | +$302K | 0.01% | 550 |
|