Personal Capital Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $9.43M | Buy |
20,269
+250
| +1% | +$116K | 0.05% | 178 |
|
2022
Q3 | $8.44M | Buy |
20,019
+3,080
| +18% | +$1.3M | 0.05% | 172 |
|
2022
Q2 | $6.98M | Sell |
16,939
-2,652
| -14% | -$1.09M | 0.04% | 184 |
|
2022
Q1 | $9.85M | Buy |
19,591
+1,072
| +6% | +$539K | 0.05% | 181 |
|
2021
Q4 | $11.4M | Buy |
18,519
+922
| +5% | +$567K | 0.05% | 167 |
|
2021
Q3 | $10.7M | Buy |
17,597
+1,012
| +6% | +$616K | 0.05% | 163 |
|
2021
Q2 | $8.84M | Buy |
16,585
+2,729
| +20% | +$1.45M | 0.05% | 180 |
|
2021
Q1 | $5.81M | Buy |
+13,856
| New | +$5.81M | 0.03% | 195 |
|