Silver Oak Securities’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-838
| Closed | -$474K | – | 520 |
|
|
2023
Q4 | $474K | Buy |
838
+834
| +20,850% | +$472K | 0.06% | 285 |
|
|
2023
Q3 | $2.05K | Sell |
4
-607
| -99% | -$311K | ﹤0.01% | 433 |
|
|
2023
Q2 | $287K | Buy |
+611
| New | +$287K | 0.05% | 350 |
|
|
2022
Q4 | – | Sell |
-4
| Closed | -$2.05K | – | 406 |
|
|
2022
Q3 | $2.05K | Buy |
+4
| New | +$2.05K | ﹤0.01% | 433 |
|