Prospera Financial Services’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-487
| Closed | -$252K | – | 1093 |
|
|
2023
Q3 | $252K | Buy |
487
+32
| +7% | +$16.6K | 0.01% | 869 |
|
|
2023
Q2 | $215K | Sell |
455
-6,265
| -93% | -$2.97M | 0.01% | 929 |
|
|
2023
Q1 | $3.76M | Buy |
6,720
+6,276
| +1,414% | +$3.51M | 0.15% | 159 |
|
|
2022
Q4 | $207K | Sell |
444
-118
| -21% | -$54.9K | 0.01% | 833 |
|
|
2022
Q3 | $237K | Buy |
562
+134
| +31% | +$56.5K | 0.01% | 729 |
|
|
2022
Q2 | $177K | Sell |
428
-348
| -45% | -$144K | 0.01% | 761 |
|
|
2022
Q1 | $390K | Buy |
776
+290
| +60% | +$146K | 0.02% | 666 |
|
|
2021
Q4 | $297K | Buy |
486
+129
| +36% | +$78.8K | 0.01% | 713 |
|
|
2021
Q3 | $217K | Buy |
+357
| New | +$217K | 0.01% | 746 |
|
|
2021
Q2 | – | Sell |
-561
| Closed | -$236K | – | 811 |
|
|
2021
Q1 | $236K | Sell |
561
-16
| -3% | -$6.73K | 0.01% | 684 |
|
|
2020
Q4 | $258K | Buy |
+577
| New | +$258K | 0.02% | 577 |
|
|
2020
Q1 | – | Sell |
-8,240
| Closed | -$2.13M | – | 587 |
|
|
2019
Q4 | $2.13M | Buy |
+8,240
| New | +$2.13M | 0.16% | 156 |
|