Summit Securities 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 | $30K | Buy |
+52
| New | +$30K | 0.01% | 514 |
|
|
2023
Q3 | – | Sell |
-106
| Closed | -$50K | – | 695 |
|
|
2023
Q2 | $50K | Sell |
106
-52
| -33% | -$24.5K | 0.01% | 296 |
|
|
2023
Q1 | $88K | Buy |
158
+76
| +93% | +$42.3K | 0.01% | 209 |
|
|
2022
Q4 | $38K | Sell |
82
-530
| -87% | -$246K | ﹤0.01% | 553 |
|
|
2022
Q3 | $258K | Buy |
612
+443
| +262% | +$187K | 0.02% | 236 |
|
|
2022
Q2 | $70K | Buy |
169
+136
| +412% | +$56.3K | 0.01% | 312 |
|
|
2022
Q1 | $17K | Buy |
+33
| New | +$17K | ﹤0.01% | 511 |
|