PCS
Personal CFO Solutions’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
2,153
-14
| -0.6% | -$8.08K | 0.23% | 85 |
|
|
2025
Q1 | $1.23M | Sell |
2,167
-333
| -13% | -$188K | 0.25% | 80 |
|
|
2024
Q4 | $1.5M | Sell |
2,500
-21
| -0.8% | -$12.6K | 0.3% | 63 |
|
|
2024
Q3 | $1.47M | Buy |
2,521
+609
| +32% | +$355K | 0.21% | 89 |
|
|
2024
Q2 | $921K | Buy |
1,912
+1,390
| +266% | +$670K | 0.14% | 138 |
|
|
2024
Q1 | $293K | Buy |
522
+2
| +0.4% | +$1.12K | 0.05% | 403 |
|
|
2023
Q4 | $294K | Buy |
520
+5
| +1% | +$2.83K | 0.05% | 379 |
|
|
2023
Q3 | $264K | Buy |
+515
| New | +$264K | 0.05% | 354 |
|
|
2023
Q2 | – | Sell |
-473
| Closed | -$265K | – | 493 |
|
|
2023
Q1 | $265K | Buy |
473
+24
| +5% | +$13.4K | 0.05% | 351 |
|
|
2022
Q4 | $209K | Sell |
449
-31
| -6% | -$14.4K | 0.04% | 411 |
|
|
2022
Q3 | $202K | Buy |
+480
| New | +$202K | 0.05% | 372 |
|
|
2022
Q2 | – | Sell |
-452
| Closed | -$227K | – | 476 |
|
|
2022
Q1 | $227K | Sell |
452
-758
| -63% | -$381K | 0.04% | 408 |
|
|
2021
Q4 | $741K | Buy |
1,210
+20
| +2% | +$12.2K | 0.14% | 141 |
|
|
2021
Q3 | $724K | Buy |
1,190
+17
| +1% | +$10.3K | 0.15% | 139 |
|
|
2021
Q2 | $625K | Sell |
1,173
-119
| -9% | -$63.4K | 0.13% | 156 |
|
|
2021
Q1 | $542K | Sell |
1,292
-147
| -10% | -$61.7K | 0.12% | 157 |
|
|
2020
Q4 | $643K | Buy |
1,439
+217
| +18% | +$97K | 0.16% | 120 |
|
|
2020
Q3 | $0 | Sell |
1,222
-690
| -36% | – | ﹤0.01% | 264 |
|
|
2020
Q2 | $638K | Sell |
1,912
-46
| -2% | -$15.3K | 0.19% | 104 |
|
|
2020
Q1 | $566K | Sell |
1,958
-125
| -6% | -$36.1K | 0.2% | 105 |
|
|
2019
Q4 | $536K | Sell |
2,083
-196
| -9% | -$50.4K | 0.15% | 140 |
|
|
2019
Q3 | $498K | Buy |
+2,279
| New | +$498K | 0.2% | 123 |
|