Shelton Capital Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.12M | Hold |
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|
2025
Q2 | $2.15M | Sell |
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|
2025
Q1 | $2.12M | Hold |
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|
2024
Q4 | $2.25M | Sell |
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|
2024
Q3 | $2.2M | Sell |
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|
2024
Q2 | $3.65M | Hold |
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|
2024
Q1 | $4.24M | Buy |
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|
2023
Q4 | $2.41M | Sell |
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|
2023
Q3 | $2.21M | Buy |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $285K | Hold |
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|
2022
Q4 | $237K | Hold |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $325K | Hold |
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|
2021
Q3 | $322K | Sell |
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|
2021
Q2 | $294K | Hold |
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|
2021
Q1 | $231K | Hold |
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|
2020
Q4 | $246K | Sell |
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|
2020
Q3 | $213K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $952K | Sell |
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|
2017
Q4 | $900K | Hold |
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|
2017
Q3 | $831K | Hold |
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|
2017
Q2 | $732K | Hold |
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|
2017
Q1 | $691K | Buy |
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|
2016
Q4 | $429K | Sell |
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|
2016
Q3 | $699K | Sell |
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|
2016
Q2 | $828K | Hold |
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|
2016
Q1 | $795K | Hold |
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|
2015
Q4 | $774K | Hold |
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|
2015
Q3 | $638K | Hold |
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|
2015
Q2 | $661K | Hold |
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|
2015
Q1 | $658K | Sell |
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|
2014
Q4 | $570K | Sell |
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|
2014
Q3 | $628K | Hold |
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|
2014
Q2 | $612K | Hold |
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|
2014
Q1 | $574K | Hold |
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|
2013
Q4 | $584K | Hold |
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|
2013
Q3 | $538K | Sell |
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|
2013
Q2 | $455K | Buy |
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