Mayflower Financial Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
410
-5
| -1% | -$2.88K | 0.03% | 364 |
|
|
2025
Q1 | $235K | Buy |
415
+2
| +0.5% | +$1.13K | 0.04% | 350 |
|
|
2024
Q4 | $248K | Buy |
413
+2
| +0.5% | +$1.2K | 0.04% | 334 |
|
|
2024
Q3 | $240K | Buy |
+411
| New | +$240K | 0.04% | 329 |
|
|
2024
Q2 | – | Sell |
-406
| Closed | -$228K | – | 362 |
|
|
2024
Q1 | $228K | Buy |
406
+5
| +1% | +$2.8K | 0.04% | 324 |
|
|
2023
Q4 | $227K | Buy |
401
+1
| +0.3% | +$566 | 0.03% | 309 |
|
|
2023
Q3 | $205K | Buy |
+400
| New | +$205K | 0.03% | 316 |
|
|
2023
Q2 | – | Sell |
-399
| Closed | -$223K | – | 363 |
|
|
2023
Q1 | $223K | Buy |
+399
| New | +$223K | 0.03% | 311 |
|
|
2022
Q2 | – | Sell |
-404
| Closed | -$203K | – | 352 |
|
|
2022
Q1 | $203K | Buy |
+404
| New | +$203K | 0.03% | 332 |
|