Simplicity Wealth’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Buy |
1,475
+948
| +180% | +$547K | 0.04% | 362 |
|
|
2025
Q1 | $298K | Buy |
527
+12
| +2% | +$6.79K | 0.02% | 431 |
|
|
2024
Q4 | $309K | Buy |
515
+38
| +8% | +$22.8K | 0.06% | 229 |
|
|
2024
Q3 | $278K | Sell |
477
-1,677
| -78% | -$978K | 0.03% | 400 |
|
|
2024
Q2 | $1.04M | Sell |
2,154
-260
| -11% | -$125K | 0.02% | 516 |
|
|
2024
Q1 | $1.35M | Buy |
+2,414
| New | +$1.35M | 0.03% | 441 |
|