Plante Moran Financial Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.1K | Hold |
80
| – | – | ﹤0.01% | 349 |
|
|
2025
Q1 | $45.2K | Hold |
80
| – | – | ﹤0.01% | 356 |
|
|
2024
Q4 | $48K | Hold |
80
| – | – | ﹤0.01% | 354 |
|
|
2024
Q3 | $46.6K | Hold |
80
| – | – | ﹤0.01% | 397 |
|
|
2024
Q2 | $38.5K | Hold |
80
| – | – | ﹤0.01% | 380 |
|
|
2024
Q1 | $44.8K | Buy |
+80
| New | +$44.8K | ﹤0.01% | 369 |
|
|
2022
Q3 | – | Sell |
-12
| Closed | -$5K | – | 1006 |
|
|
2022
Q2 | $5K | Buy |
+12
| New | +$5K | ﹤0.01% | 715 |
|
|
2022
Q1 | – | Sell |
-29
| Closed | -$18K | – | 942 |
|
|
2021
Q4 | $18K | Buy |
+29
| New | +$18K | ﹤0.01% | 586 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | -$2K | – | 1091 |
|
|
2020
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 786 |
|