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Summit Financial’s MSCI MSCI Stock Holding History

Summit Financial’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-376
Closed -$219K – 650
2024
Q3 		$219K Buy
+376
New +$219K 0.01% 509