Sound Income Strategies’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $577 | Sell |
1
-19
| -95% | -$11K | ﹤0.01% | 1439 |
|
2025
Q1 | $11.3K | Buy |
20
+11
| +122% | +$6.23K | ﹤0.01% | 878 |
|
2024
Q4 | $5.4K | Buy |
9
+7
| +350% | +$4.2K | ﹤0.01% | 969 |
|
2024
Q3 | $1.17K | Hold |
2
| – | – | ﹤0.01% | 1227 |
|
2024
Q2 | $964 | Hold |
2
| – | – | ﹤0.01% | 1206 |
|
2024
Q1 | $1.12K | Hold |
2
| – | – | ﹤0.01% | 1160 |
|
2023
Q4 | $1.13K | Buy |
+2
| New | +$1.13K | ﹤0.01% | 1154 |
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 941 |
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 928 |
|
2022
Q1 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 814 |
|