Richard W. Paul & Associates’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73K | Hold |
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|
2025
Q1 | $1.7K | Hold |
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|
2024
Q4 | $1.8K | Hold |
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|
2024
Q3 | $1.75K | Sell |
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|
2024
Q2 | $4.34K | Hold |
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|
2024
Q1 | $5.04K | Hold |
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|
2023
Q4 | $5.09K | Hold |
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|
2023
Q3 | $4.62K | Sell |
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|
2023
Q2 | $5.16K | Hold |
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|
2023
Q1 | $6.16K | Hold |
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|
2022
Q4 | $5.12K | Buy |
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