Plante Moran Financial Advisors’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 | $45.4K | Hold |
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|
2025
Q2 | $46.1K | Hold |
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|
2025
Q1 | $45.2K | Hold |
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|
2024
Q4 | $48K | Hold |
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|
2024
Q3 | $46.6K | Hold |
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|
2024
Q2 | $38.5K | Hold |
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|
2024
Q1 | $44.8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $18K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2K | Buy |
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