Mission Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Sell |
1,370
-4
| -0.3% | -$2.31K | 0.02% | 348 |
|
|
2025
Q1 | $777K | Sell |
1,374
-4
| -0.3% | -$2.26K | 0.02% | 336 |
|
|
2024
Q4 | $827K | Sell |
1,378
-97
| -7% | -$58.2K | 0.02% | 306 |
|
|
2024
Q3 | $860K | Buy |
1,475
+19
| +1% | +$11.1K | 0.02% | 307 |
|
|
2024
Q2 | $702K | Buy |
+1,456
| New | +$702K | 0.02% | 324 |
|