Sigma Planning Corp’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
551
-53
| -9% | -$30.6K | 0.01% | 968 |
|
|
2025
Q1 | $341K | Sell |
604
-42
| -7% | -$23.7K | 0.01% | 899 |
|
|
2024
Q4 | $388K | Buy |
646
+32
| +5% | +$19.2K | 0.01% | 832 |
|
|
2024
Q3 | $358K | Buy |
614
+6
| +1% | +$3.5K | 0.01% | 882 |
|
|
2024
Q2 | $293K | Sell |
608
-14
| -2% | -$6.75K | 0.01% | 936 |
|
|
2024
Q1 | $349K | Buy |
622
+264
| +74% | +$148K | 0.01% | 890 |
|
|
2023
Q4 | $202K | Sell |
358
-257
| -42% | -$145K | 0.02% | 779 |
|
|
2023
Q3 | $316K | Buy |
615
+81
| +15% | +$41.6K | 0.01% | 901 |
|
|
2023
Q2 | $251K | Sell |
534
-627
| -54% | -$295K | 0.01% | 1004 |
|
|
2023
Q1 | $650K | Buy |
1,161
+29
| +3% | +$16.2K | 0.02% | 698 |
|
|
2022
Q4 | $527K | Buy |
1,132
+44
| +4% | +$20.5K | 0.02% | 742 |
|
|
2022
Q3 | $459K | Buy |
1,088
+61
| +6% | +$25.7K | 0.02% | 763 |
|
|
2022
Q2 | $424K | Buy |
1,027
+31
| +3% | +$12.8K | 0.01% | 818 |
|
|
2022
Q1 | $501K | Sell |
996
-274
| -22% | -$138K | 0.02% | 836 |
|
|
2021
Q4 | $778K | Buy |
1,270
+50
| +4% | +$30.6K | 0.02% | 645 |
|
|
2021
Q3 | $742K | Sell |
1,220
-54
| -4% | -$32.8K | 0.02% | 643 |
|
|
2021
Q2 | $679K | Buy |
1,274
+8
| +0.6% | +$4.26K | 0.02% | 691 |
|
|
2021
Q1 | $531K | Buy |
1,266
+15
| +1% | +$6.29K | 0.02% | 737 |
|
|
2020
Q4 | $559K | Sell |
1,251
-272
| -18% | -$122K | 0.02% | 646 |
|
|
2020
Q3 | $544K | Sell |
1,523
-56
| -4% | -$20K | 0.02% | 575 |
|
|
2020
Q2 | $527K | Buy |
1,579
+181
| +13% | +$60.4K | 0.02% | 567 |
|
|
2020
Q1 | $404K | Sell |
1,398
-226
| -14% | -$65.3K | 0.02% | 550 |
|
|
2019
Q4 | $420K | Buy |
1,624
+445
| +38% | +$115K | 0.02% | 651 |
|
|
2019
Q3 | $257K | Sell |
1,179
-32
| -3% | -$6.98K | 0.01% | 823 |
|
|
2019
Q2 | $289K | Sell |
1,211
-561
| -32% | -$134K | 0.01% | 739 |
|
|
2019
Q1 | $352K | Buy |
1,772
+39
| +2% | +$7.75K | 0.02% | 618 |
|
|
2018
Q4 | $256K | Sell |
1,733
-1,790
| -51% | -$264K | 0.02% | 651 |
|
|
2018
Q3 | $625K | Buy |
3,523
+731
| +26% | +$130K | 0.04% | 414 |
|
|
2018
Q2 | $462K | Sell |
2,792
-620
| -18% | -$103K | 0.03% | 477 |
|
|
2018
Q1 | $510K | Buy |
3,412
+731
| +27% | +$109K | 0.04% | 431 |
|
|
2017
Q4 | $339K | Buy |
2,681
+1
| +0% | +$126 | 0.03% | 554 |
|
|
2017
Q3 | $313K | Buy |
2,680
+125
| +5% | +$14.6K | 0.03% | 585 |
|
|
2017
Q2 | $263K | Buy |
+2,555
| New | +$263K | 0.02% | 608 |
|