SVB Wealth’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $193K | Sell |
|
|||||
|
2024
Q4 | $255K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $246K | Sell |
|
|||||
|
2024
Q1 | $410K | Sell |
|
|||||
|
2023
Q4 | $433K | Buy |
|
|||||
|
2023
Q3 | $298K | Sell |
|
|||||
|
2023
Q2 | $278K | Sell |
|
|||||
|
2023
Q1 | $383K | Sell |
|
|||||
|
2022
Q4 | $335K | Sell |
|
|||||
|
2022
Q3 | $360K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $260K | Buy |
|