Patriot Financial Group Insurance Agency’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3
| Closed | -$2K | – | 2123 |
|
|
2022
Q1 | $2K | Buy |
+3
| New | +$2K | ﹤0.01% | 1860 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1405 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1412 |
|
|
2018
Q2 | – | Sell |
-110
| Closed | -$16K | – | 802 |
|
|
2018
Q1 | $16K | Hold |
110
| – | – | 0.01% | 514 |
|
|
2017
Q4 | $15K | Buy |
110
+50
| +83% | +$6.82K | 0.01% | 514 |
|
|
2017
Q3 | $7K | Hold |
60
| – | – | 0.01% | 633 |
|
|
2017
Q2 | $6K | Buy |
+60
| New | +$6K | 0.01% | 647 |
|