Modera 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 | $4.98M | Buy |
8,635
+11
| +0.1% | +$6.34K | 0.06% | 183 |
|
|
2025
Q1 | $4.88M | Sell |
8,624
-61
| -0.7% | -$34.5K | 0.07% | 182 |
|
|
2024
Q4 | $5.21M | Sell |
8,685
-3,289
| -27% | -$1.97M | 0.06% | 178 |
|
|
2024
Q3 | $6.98M | Sell |
11,974
-19
| -0.2% | -$11.1K | 0.09% | 139 |
|
|
2024
Q2 | $5.78M | Sell |
11,993
-15
| -0.1% | -$7.23K | 0.09% | 142 |
|
|
2024
Q1 | $6.73M | Buy |
12,008
+13
| +0.1% | +$7.29K | 0.1% | 131 |
|
|
2023
Q4 | $6.78M | Sell |
11,995
-9,995
| -45% | -$5.65M | 0.11% | 125 |
|
|
2023
Q3 | $11.3M | Buy |
21,990
+27
| +0.1% | +$13.9K | 0.21% | 94 |
|
|
2023
Q2 | $10.3M | Buy |
+21,963
| New | +$10.3M | 0.19% | 100 |
|