Rational Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8K | Buy |
+36
| New | +$20.8K | ﹤0.01% | 167 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$4.69K | – | 251 |
|
|
2023
Q3 | $4.69K | Hold |
10
| – | – | ﹤0.01% | 252 |
|
|
2023
Q2 | $4.69K | Buy |
+10
| New | +$4.69K | ﹤0.01% | 243 |
|
|
2020
Q4 | – | Sell |
-13
| Closed | -$5K | – | 469 |
|
|
2020
Q3 | $5K | Buy |
+13
| New | +$5K | ﹤0.01% | 380 |
|
|
2020
Q2 | – | Sell |
-2,432
| Closed | -$702K | – | 528 |
|
|
2020
Q1 | $702K | Sell |
2,432
-677
| -22% | -$195K | 0.51% | 56 |
|
|
2019
Q4 | $803K | Buy |
3,109
+1,301
| +72% | +$336K | 0.38% | 71 |
|
|
2019
Q3 | $394K | Buy |
+1,808
| New | +$394K | 0.15% | 160 |
|
|
2016
Q4 | – | Sell |
-1,250
| Closed | -$105K | – | 271 |
|
|
2016
Q3 | $105K | Buy |
+1,250
| New | +$105K | 0.07% | 233 |
|
|
2013
Q4 | $163K | Sell |
3,720
-330
| -8% | -$14.5K | 0.01% | 507 |
|
|
2013
Q3 | $163K | Sell |
4,050
-27
| -0.7% | -$1.09K | 0.01% | 540 |
|
|
2013
Q2 | $136K | Buy |
+4,077
| New | +$136K | 0.01% | 563 |
|