Lindbrook Capital’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $192K | Buy |
339
+89
| +36% | +$50.3K | 0.02% | 429 |
|
|
2024
Q4 | $150K | Buy |
250
+7
| +3% | +$4.2K | 0.01% | 446 |
|
|
2024
Q3 | $142K | Buy |
243
+10
| +4% | +$5.83K | 0.01% | 466 |
|
|
2024
Q2 | $112K | Sell |
233
-66
| -22% | -$31.8K | 0.01% | 500 |
|
|
2024
Q1 | $168K | Buy |
299
+17
| +6% | +$9.53K | 0.02% | 395 |
|
|
2023
Q4 | $160K | Buy |
282
+102
| +57% | +$57.7K | 0.02% | 389 |
|
|
2023
Q3 | $92.4K | Hold |
180
| – | – | 0.01% | 491 |
|
|
2023
Q2 | $84.5K | Sell |
180
-27
| -13% | -$12.7K | 0.01% | 537 |
|
|
2023
Q1 | $116K | Hold |
207
| – | – | 0.01% | 447 |
|
|
2022
Q4 | $96.3K | Buy |
207
+69
| +50% | +$32.1K | 0.01% | 494 |
|
|
2022
Q3 | $58K | Buy |
138
+2
| +1% | +$841 | 0.01% | 599 |
|
|
2022
Q2 | $56K | Buy |
136
+17
| +14% | +$7K | 0.01% | 617 |
|
|
2022
Q1 | $60K | Sell |
119
-1
| -0.8% | -$504 | 0.01% | 632 |
|
|
2021
Q4 | $74K | Sell |
120
-3
| -2% | -$1.85K | 0.01% | 591 |
|
|
2021
Q3 | $75K | Buy |
123
+5
| +4% | +$3.05K | 0.02% | 334 |
|
|
2021
Q2 | $63K | Hold |
118
| – | – | 0.01% | 403 |
|
|
2021
Q1 | $49K | Buy |
118
+12
| +11% | +$4.98K | 0.01% | 447 |
|
|
2020
Q4 | $47K | Hold |
106
| – | – | 0.01% | 419 |
|
|
2020
Q3 | $38K | Buy |
106
+16
| +18% | +$5.74K | 0.01% | 423 |
|
|
2020
Q2 | $30K | Buy |
90
+2
| +2% | +$667 | 0.01% | 492 |
|
|
2020
Q1 | $25K | Buy |
88
+26
| +42% | +$7.39K | 0.01% | 478 |
|
|
2019
Q4 | $16K | Hold |
62
| – | – | 0.01% | 802 |
|
|
2019
Q3 | $14K | Buy |
62
+2
| +3% | +$452 | 0.01% | 814 |
|
|
2019
Q2 | $14K | Hold |
60
| – | – | 0.01% | 796 |
|
|
2019
Q1 | $11K | Buy |
60
+42
| +233% | +$7.7K | ﹤0.01% | 860 |
|
|
2018
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 1187 |
|