Rise 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 | $26.9K | Sell |
47
-3
| -6% | -$1.72K | 0.01% | 392 |
|
|
2025
Q1 | $28K | Buy |
50
+2
| +4% | +$1.12K | 0.01% | 346 |
|
|
2024
Q4 | $29K | Buy |
48
+1
| +2% | +$605 | 0.01% | 406 |
|
|
2024
Q3 | $27.6K | Hold |
47
| – | – | 0.01% | 456 |
|
|
2024
Q2 | $22.7K | Hold |
47
| – | – | 0.01% | 542 |
|
|
2024
Q1 | $26.3K | Buy |
+47
| New | +$26.3K | 0.01% | 459 |
|