Portside Wealth Group’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Sell |
7,185
-15
| -0.2% | -$8.65K | 0.61% | 40 |
|
|
2025
Q1 | $4.07M | Sell |
7,200
-131
| -2% | -$74.1K | 0.66% | 38 |
|
|
2024
Q4 | $4.4M | Sell |
7,331
-368
| -5% | -$221K | 0.73% | 36 |
|
|
2024
Q3 | $4.49M | Buy |
7,699
+2,761
| +56% | +$1.61M | 0.77% | 28 |
|
|
2024
Q2 | $2.38M | Buy |
+4,938
| New | +$2.38M | 0.45% | 59 |
|