LRI Investments’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.2K | Buy |
108
+6
| +6% | +$3.46K | 0.01% | 518 |
|
|
2025
Q1 | $57.6K | Buy |
102
+3
| +3% | +$1.69K | 0.01% | 519 |
|
|
2024
Q4 | $59.6K | Buy |
99
+55
| +125% | +$33.1K | 0.01% | 506 |
|
|
2024
Q3 | $26.7K | Buy |
44
+24
| +120% | +$14.5K | ﹤0.01% | 604 |
|
|
2024
Q2 | $9.64K | Hold |
20
| – | – | ﹤0.01% | 758 |
|
|
2024
Q1 | $11.2K | Buy |
+20
| New | +$11.2K | ﹤0.01% | 483 |
|