Lourd Capital’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,720
| Closed | -$254K | – | 231 |
|
|
2018
Q4 | $254K | Hold |
1,720
| – | – | 0.02% | 223 |
|
|
2018
Q3 | $305K | Buy |
+1,720
| New | +$305K | 0.02% | 211 |
|
|
2018
Q1 | – | Sell |
-1,728
| Closed | -$219K | – | 251 |
|
|
2017
Q4 | $219K | Buy |
+1,728
| New | +$219K | 0.01% | 318 |
|