NewSquare Capital’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6K | Buy |
34
+2
| +6% | +$1.15K | ﹤0.01% | 478 |
|
|
2025
Q1 | $18.1K | Buy |
32
+27
| +540% | +$15.3K | ﹤0.01% | 378 |
|
|
2024
Q4 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 451 |
|
|
2023
Q2 | – | Sell |
-20
| Closed | -$11.2K | – | 916 |
|
|
2023
Q1 | $11.2K | Buy |
+20
| New | +$11.2K | ﹤0.01% | 342 |
|
|
2020
Q4 | – | Sell |
-1,030
| Closed | -$367K | – | 372 |
|
|
2020
Q3 | $367K | Buy |
1,030
+160
| +18% | +$57K | 0.06% | 118 |
|
|
2020
Q2 | $290K | Buy |
870
+45
| +5% | +$15K | 0.05% | 122 |
|
|
2020
Q1 | $238K | Buy |
+825
| New | +$238K | 0.04% | 128 |
|