Prestige Wealth Management Group’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.62K | Sell |
3
-1
| -25% | -$564 | ﹤0.01% | 779 |
|
|
2025
Q4 | $2.29K | Hold |
4
| – | – | ﹤0.01% | 731 |
|
|
2025
Q3 | $2.27K | Hold |
4
| – | – | ﹤0.01% | 720 |
|
|
2025
Q2 | $2.31K | Hold |
4
| – | – | ﹤0.01% | 710 |
|
|
2025
Q1 | $2.26K | Hold |
4
| – | – | ﹤0.01% | 714 |
|
|
2024
Q4 | $2.4K | Sell |
4
-8
| -67% | -$4.8K | ﹤0.01% | 747 |
|
|
2024
Q3 | $7K | Hold |
12
| – | – | ﹤0.01% | 528 |
|
|
2024
Q2 | $5.78K | Hold |
12
| – | – | ﹤0.01% | 517 |
|
|
2024
Q1 | $6.73K | Hold |
12
| – | – | ﹤0.01% | 516 |
|
|
2023
Q4 | $6.79K | Hold |
12
| – | – | ﹤0.01% | 529 |
|
|
2023
Q3 | $6.16K | Buy |
12
+1
| +9% | +$525 | ﹤0.01% | 541 |
|
|
2023
Q2 | $5.16K | Buy |
11
+2
| +22% | +$976 | ﹤0.01% | 589 |
|
|
2023
Q1 | $5.04K | Buy |
9
+5
| +125% | +$2.65K | ﹤0.01% | 573 |
|
|
2022
Q4 | $1.86K | Hold |
4
| – | – | ﹤0.01% | 849 |
|
|
2022
Q3 | $2K | Hold |
4
| – | – | ﹤0.01% | 755 |
|
|
2022
Q2 | $2K | Sell |
4
-2
| -33% | -$871 | ﹤0.01% | 768 |
|
|
2022
Q1 | $3K | Hold |
6
| – | – | ﹤0.01% | 721 |
|
|
2021
Q4 | $4K | Hold |
6
| – | – | ﹤0.01% | 688 |
|
|
2021
Q3 | $4K | Hold |
6
| – | – | ﹤0.01% | 689 |
|
|
2021
Q2 | $3K | Buy |
6
+2
| +50% | +$953 | ﹤0.01% | 736 |
|
|
2021
Q1 | $2K | Buy |
4
+1
| +33% | +$420 | ﹤0.01% | 798 |
|
|
2020
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 865 |
|
|
2020
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 804 |
|
|
2020
Q2 | $1K | Sell |
3
-6
| -67% | -$1.94K | ﹤0.01% | 807 |
|
|
2020
Q1 | $3K | Buy |
+9
| New | +$2.55K | ﹤0.01% | 584 |
|
|
2019
Q1 | – | Sell |
-12
| Closed | -$2K | – | 893 |
|
|
2018
Q4 | $2K | Buy |
+12
| New | +$1.83K | ﹤0.01% | 840 |
|
Other funds holding MSCI
VCM
VPM
