Next Financial Group’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.26M | Buy |
2,055
+197
| +11% | +$121K | 0.08% | 271 |
|
|
2021
Q3 | $1.13M | Buy |
1,858
+671
| +57% | +$408K | 0.09% | 248 |
|
|
2021
Q2 | $632K | Buy |
1,187
+22
| +2% | +$11.7K | 0.05% | 377 |
|
|
2021
Q1 | $488K | Buy |
1,165
+128
| +12% | +$53.6K | 0.04% | 437 |
|
|
2020
Q4 | $463K | Buy |
1,037
+737
| +246% | +$329K | 0.04% | 396 |
|
|
2020
Q3 | $107K | Buy |
+300
| New | +$107K | 0.01% | 836 |
|
|
2020
Q2 | – | Sell |
-216
| Closed | -$63K | – | 1401 |
|
|
2020
Q1 | $63K | Buy |
216
+192
| +800% | +$56K | 0.01% | 907 |
|
|
2019
Q4 | $6K | Buy |
+24
| New | +$6K | ﹤0.01% | 1922 |
|
|
2019
Q3 | – | Sell |
-2
| Closed | – | – | 2378 |
|
|
2019
Q2 | $0 | Sell |
2
-1,041
| -100% | – | ﹤0.01% | 2354 |
|
|
2019
Q1 | $207K | Buy |
+1,043
| New | +$207K | 0.05% | 351 |
|