Strategic Wealth Investment Group’s MSCI MSCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$35.8K	Buy	+62	New	+$35.8K	0.05%	69
2025 Q1	–	Sell	-1,852	Closed	-$1.11M	–	93
2024 Q4	$1.11M	Sell	1,852 -36	-2%	-$21.6K	0.12%	69
2024 Q3	$1.09M	Buy	1,888 +231	+14%	+$133K	0.12%	73
2024 Q2	$794K	Buy	+1,657	New	+$794K	0.1%	79