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Principia Wealth Advisory’s MSCI MSCI Stock Holding History

Principia Wealth Advisory’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.34K Buy
11
+1
+10% +$577 0.01% 205
2025
Q1 		$5.49K Buy
10
+8
+400% +$4.39K 0.01% 168
2024
Q4 		$1.2K Buy
+2
New +$1.2K ﹤0.01% 328