Personal CFO Solutions’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.21M | Sell |
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|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $921K | Buy |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $294K | Buy |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $265K | Buy |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Sell |
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|
2021
Q4 | $741K | Buy |
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|
2021
Q3 | $724K | Buy |
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|
2021
Q2 | $625K | Sell |
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|
2021
Q1 | $542K | Sell |
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|
2020
Q4 | $643K | Buy |
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|
2020
Q3 | $0 | Sell |
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|
2020
Q2 | $638K | Sell |
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|
2020
Q1 | $566K | Sell |
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|
2019
Q4 | $536K | Sell |
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|
2019
Q3 | $498K | Buy |
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