Mercer Global Advisors’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Sell |
5,918
-935
| -14% | -$85.2K | ﹤0.01% | 1503 |
|
|
2025
Q1 | $523K | Sell |
6,853
-1,313
| -16% | -$100K | ﹤0.01% | 1451 |
|
|
2024
Q4 | $533K | Sell |
8,166
-1,260
| -13% | -$82.3K | ﹤0.01% | 1422 |
|
|
2024
Q3 | $507K | Buy |
9,426
+559
| +6% | +$30K | ﹤0.01% | 1329 |
|
|
2024
Q2 | $445K | Sell |
8,867
-193
| -2% | -$9.69K | ﹤0.01% | 1364 |
|
|
2024
Q1 | $424K | Buy |
9,060
+124
| +1% | +$5.8K | ﹤0.01% | 1366 |
|
|
2023
Q4 | $440K | Buy |
8,936
+1,677
| +23% | +$82.6K | ﹤0.01% | 1394 |
|
|
2023
Q3 | $313K | Sell |
7,259
-76
| -1% | -$3.28K | ﹤0.01% | 1509 |
|
|
2023
Q2 | $271K | Buy |
+7,335
| New | +$271K | ﹤0.01% | 1566 |
|
|
2023
Q1 | – | Sell |
-6,415
| Closed | -$272K | – | 2037 |
|
|
2022
Q4 | $272K | Sell |
6,415
-3,231
| -33% | -$137K | ﹤0.01% | 1551 |
|
|
2022
Q3 | $356K | Sell |
9,646
-3,640
| -27% | -$134K | ﹤0.01% | 1320 |
|
|
2022
Q2 | $461K | Sell |
13,286
-3,999
| -23% | -$139K | ﹤0.01% | 1189 |
|
|
2022
Q1 | $570K | Buy |
17,285
+6,395
| +59% | +$211K | ﹤0.01% | 1159 |
|
|
2021
Q4 | $296K | Sell |
10,890
-1,321
| -11% | -$35.9K | ﹤0.01% | 1470 |
|
|
2021
Q3 | $358K | Buy |
+12,211
| New | +$358K | ﹤0.01% | 1341 |
|