Mather Group’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Sell |
751
-37
| -5% | -$21.3K | ﹤0.01% | 415 |
|
|
2025
Q1 | $445K | Sell |
788
-19
| -2% | -$10.7K | 0.01% | 402 |
|
|
2024
Q4 | $484K | Buy |
807
+24
| +3% | +$14.4K | 0.01% | 370 |
|
|
2024
Q3 | $456K | Buy |
783
+42
| +6% | +$24.5K | 0.01% | 385 |
|
|
2024
Q2 | $415K | Buy |
741
+49
| +7% | +$27.5K | 0.01% | 456 |
|
|
2024
Q1 | $391K | Sell |
692
-5
| -0.7% | -$2.83K | 0.01% | 384 |
|
|
2023
Q4 | $394K | Sell |
697
-66
| -9% | -$37.3K | 0.01% | 394 |
|
|
2023
Q3 | $391K | Buy |
763
+90
| +13% | +$46.2K | 0.01% | 382 |
|
|
2023
Q2 | $316K | Buy |
673
+253
| +60% | +$119K | 0.01% | 447 |
|
|
2023
Q1 | $235K | Buy |
+420
| New | +$235K | ﹤0.01% | 457 |
|
|
2022
Q4 | – | Sell |
-602
| Closed | -$254K | – | 500 |
|
|
2022
Q3 | $254K | Buy |
+602
| New | +$254K | 0.01% | 407 |
|