Squar Milner Financial 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
Sell
-1,285
Closed -$429K 123
2020
Q2
$429K Buy
1,285
+333
+35% +$111K 0.24% 112
2020
Q1
$275K Buy
952
+290
+44% +$83.8K 0.17% 128
2019
Q4
$170K Sell
662
-333
-33% -$85.5K 0.08% 226
2019
Q3
$355K Buy
+995
New +$355K 0.18% 139