Private Trust Company’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 | $81.7K | Buy |
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|
2025
Q2 | $73.8K | Hold |
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|
2025
Q1 | $72.4K | Buy |
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|
2024
Q4 | $67.8K | Buy |
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|
2024
Q3 | $44.9K | Buy |
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|
2024
Q2 | $27.5K | Sell |
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|
2024
Q1 | $80.7K | Buy |
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|
2023
Q4 | $51.5K | Hold |
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|
2023
Q3 | $46.7K | Sell |
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|
2023
Q2 | $48.8K | Buy |
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|
2023
Q1 | $50.4K | Buy |
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|
2022
Q4 | $40K | Sell |
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|
2022
Q3 | $131K | Buy |
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|
2022
Q2 | $109K | Sell |
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|
2022
Q1 | $476K | Sell |
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|
2021
Q4 | $592K | Sell |
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|
2021
Q3 | $591K | Sell |
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|
2021
Q2 | $519K | Buy |
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|
2021
Q1 | $403K | Buy |
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|
2020
Q4 | $271K | Buy |
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|
2020
Q3 | $210K | Buy |
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|
2020
Q2 | $200K | Buy |
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