New World 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 | – | Sell |
-856
| Closed | -$484K | – | 83 |
|
2025
Q1 | $484K | Buy |
856
+124
| +17% | +$70.1K | 0.11% | 33 |
|
2024
Q4 | $439K | Sell |
732
-14
| -2% | -$8.4K | 0.11% | 34 |
|
2024
Q3 | $435K | Buy |
746
+241
| +48% | +$140K | 0.11% | 33 |
|
2024
Q2 | $243K | Buy |
+505
| New | +$243K | 0.07% | 61 |
|