Shine Investment Advisory Services’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $55K | Sell |
154
-10
| -6% | -$3.57K | 0.02% | 279 |
|
|
2020
Q2 | $55K | Buy |
164
+60
| +58% | +$20.1K | 0.02% | 269 |
|
|
2020
Q1 | $30K | Buy |
104
+47
| +82% | +$13.6K | 0.01% | 356 |
|
|
2019
Q4 | $15K | Hold |
57
| – | – | 0.01% | 511 |
|
|
2019
Q3 | $12K | Sell |
57
-62
| -52% | -$13.1K | 0.01% | 524 |
|
|
2019
Q2 | $28K | Buy |
119
+19
| +19% | +$4.47K | 0.01% | 416 |
|
|
2019
Q1 | $20K | Hold |
100
| – | – | 0.01% | 459 |
|
|
2018
Q4 | $15K | Sell |
100
-99
| -50% | -$14.9K | 0.01% | 470 |
|
|
2018
Q3 | $35K | Buy |
199
+32
| +19% | +$5.63K | 0.02% | 364 |
|
|
2018
Q2 | $28K | Hold |
167
| – | – | 0.01% | 404 |
|
|
2018
Q1 | $25K | Hold |
167
| – | – | 0.01% | 428 |
|
|
2017
Q4 | $21K | Buy |
167
+24
| +17% | +$3.02K | 0.01% | 449 |
|
|
2017
Q3 | $17K | Buy |
+143
| New | +$17K | 0.01% | 474 |
|