PDS Planning’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
532
+4
| +0.8% | +$2.31K | 0.02% | 344 |
|
|
2025
Q1 | $299K | Buy |
528
+77
| +17% | +$43.5K | 0.03% | 328 |
|
|
2024
Q4 | $271K | Buy |
451
+34
| +8% | +$20.4K | 0.02% | 321 |
|
|
2024
Q3 | $243K | Buy |
+417
| New | +$243K | 0.02% | 359 |
|
|
2024
Q2 | – | Sell |
-457
| Closed | -$256K | – | 408 |
|
|
2024
Q1 | $256K | Buy |
457
+24
| +6% | +$13.5K | 0.03% | 296 |
|
|
2023
Q4 | $245K | Sell |
433
-11
| -2% | -$6.22K | 0.03% | 282 |
|
|
2023
Q3 | $228K | Buy |
444
+15
| +3% | +$7.7K | 0.03% | 273 |
|
|
2023
Q2 | $201K | Buy |
429
+32
| +8% | +$15K | 0.03% | 304 |
|
|
2023
Q1 | $222K | Buy |
+397
| New | +$222K | 0.03% | 250 |
|