Pathstone Family Office’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $483K | Buy |
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|
2023
Q1 | $764K | Sell |
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|
2022
Q4 | $2.38M | Buy |
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|
2022
Q3 | $2M | Buy |
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|
2022
Q2 | $468K | Buy |
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|
2022
Q1 | $389K | Sell |
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|
2021
Q4 | $513K | Buy |
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|
2021
Q3 | $233K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $0 | Buy |
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