NewEdge Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.9M | Sell |
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|
2025
Q2 | $2.21M | Sell |
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|
2025
Q1 | $2.4M | Sell |
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|
2024
Q4 | $7.11M | Buy |
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|
2024
Q3 | $6.56M | Buy |
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|
2024
Q2 | $4.08M | Buy |
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|
2024
Q1 | $3.38M | Buy |
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|
2023
Q4 | $2.99M | Buy |
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|
2023
Q3 | $2.1M | Buy |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $2.43M | Buy |
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|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.96M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $765K | Sell |
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|
2020
Q4 | $1.16M | Sell |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $944K | Buy |
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|
2020
Q1 | $780K | Sell |
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|
2019
Q4 | $832K | Sell |
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|
2019
Q3 | $734K | Buy |
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|
2019
Q2 | $269K | Buy |
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