Lido Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.92M | Buy |
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|
2025
Q4 | $1.78M | Buy |
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|
2025
Q3 | $1.73M | Buy |
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|
2025
Q2 | $1.69M | Buy |
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|
2025
Q1 | $718K | Buy |
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|
2024
Q4 | $694K | Buy |
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|
2024
Q3 | $552K | Buy |
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|
2024
Q2 | $427K | Buy |
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|
2024
Q1 | $468K | Buy |
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|
2023
Q4 | $471K | Buy |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $345K | Sell |
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|
2023
Q1 | $518K | Buy |
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|
2022
Q4 | $407K | Buy |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $326K | Buy |
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|
2022
Q1 | $366K | Buy |
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|
2021
Q4 | $428K | Sell |
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|
2021
Q3 | $434K | Buy |
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|
2021
Q2 | $377K | Buy |
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|
2021
Q1 | $283K | Sell |
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|
2020
Q4 | $302K | Buy |
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