Steward Financial Group’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $17K | Buy |
34
+1
| +3% | +$500 | 0.01% | 272 |
|
|
2023
Q2 | $15K | Sell |
33
-4
| -11% | -$1.82K | ﹤0.01% | 292 |
|
|
2023
Q1 | $20K | Buy |
37
+8
| +28% | +$4.32K | 0.01% | 137 |
|
|
2022
Q4 | $13K | Buy |
+29
| New | +$13K | 0.01% | 130 |
|
|
2022
Q3 | – | Sell |
-24
| Closed | -$9K | – | 850 |
|
|
2022
Q2 | $9K | Buy |
24
+16
| +200% | +$6K | 0.01% | 262 |
|
|
2022
Q1 | $4K | Hold |
8
| – | – | ﹤0.01% | 253 |
|
|
2021
Q4 | $4K | Buy |
+8
| New | +$4K | ﹤0.01% | 194 |
|