Richard W. Paul & Associates’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73K | Hold |
3
| – | – | ﹤0.01% | 304 |
|
|
2025
Q1 | $1.7K | Hold |
3
| – | – | ﹤0.01% | 296 |
|
|
2024
Q4 | $1.8K | Hold |
3
| – | – | ﹤0.01% | 417 |
|
|
2024
Q3 | $1.75K | Sell |
3
-6
| -67% | -$3.5K | ﹤0.01% | 425 |
|
|
2024
Q2 | $4.34K | Hold |
9
| – | – | ﹤0.01% | 347 |
|
|
2024
Q1 | $5.04K | Hold |
9
| – | – | ﹤0.01% | 355 |
|
|
2023
Q4 | $5.09K | Hold |
9
| – | – | ﹤0.01% | 350 |
|
|
2023
Q3 | $4.62K | Sell |
9
-2
| -18% | -$1.03K | ﹤0.01% | 347 |
|
|
2023
Q2 | $5.16K | Hold |
11
| – | – | ﹤0.01% | 361 |
|
|
2023
Q1 | $6.16K | Hold |
11
| – | – | ﹤0.01% | 359 |
|
|
2022
Q4 | $5.12K | Buy |
+11
| New | +$5.12K | ﹤0.01% | 368 |
|