NewEdge Wealth’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 | $1.57M | Buy |
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|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $1.74M | Buy |
|
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|
2024
Q2 | $832K | Buy |
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|
2024
Q1 | $314K | Buy |
|
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|
2023
Q4 | $350K | Sell |
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|
2023
Q3 | $331K | Buy |
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|
2023
Q2 | $243K | Buy |
|
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|
2023
Q1 | $249K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $2.14M | Buy |
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|
2021
Q3 | $2.06M | Buy |
|
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|
2021
Q2 | $1.64M | Sell |
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|
2021
Q1 | $1.31M | Buy |
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|
2020
Q4 | $270K | Buy |
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