Stratos Wealth Partners’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-341
| Closed | -$205K | – | 1466 |
|
|
2024
Q4 | $205K | Buy |
+341
| New | +$205K | ﹤0.01% | 1338 |
|
|
2020
Q1 | – | Sell |
-952
| Closed | -$246K | – | 995 |
|
|
2019
Q4 | $246K | Buy |
+952
| New | +$246K | 0.01% | 833 |
|
|
2019
Q3 | – | Sell |
-1,528
| Closed | -$365K | – | 986 |
|
|
2019
Q2 | $365K | Sell |
1,528
-127
| -8% | -$30.3K | 0.02% | 661 |
|
|
2019
Q1 | $329K | Buy |
+1,655
| New | +$329K | 0.01% | 675 |
|
|
2018
Q4 | – | Sell |
-3,574
| Closed | -$634K | – | 1856 |
|
|
2018
Q3 | $634K | Sell |
3,574
-26
| -0.7% | -$4.61K | 0.03% | 458 |
|
|
2018
Q2 | $596K | Sell |
3,600
-541
| -13% | -$89.6K | 0.03% | 512 |
|
|
2018
Q1 | $619K | Sell |
4,141
-775
| -16% | -$116K | 0.03% | 479 |
|
|
2017
Q4 | $622K | Sell |
4,916
-321
| -6% | -$40.6K | 0.03% | 474 |
|
|
2017
Q3 | $612K | Buy |
5,237
+122
| +2% | +$14.3K | 0.03% | 460 |
|
|
2017
Q2 | $527K | Buy |
+5,115
| New | +$527K | 0.03% | 432 |
|