TFC Financial Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15K | Hold |
2
| – | – | ﹤0.01% | 559 |
|
|
2025
Q1 | $1.13K | Hold |
2
| – | – | ﹤0.01% | 551 |
|
|
2024
Q4 | $1.2K | Hold |
2
| – | – | ﹤0.01% | 558 |
|
|
2024
Q3 | $1.17K | Buy |
+2
| New | +$1.17K | ﹤0.01% | 570 |
|
|
2024
Q2 | – | Sell |
-2
| Closed | -$1.12K | – | 1049 |
|
|
2024
Q1 | $1.12K | Buy |
2
+1
| +100% | +$561 | ﹤0.01% | 536 |
|
|
2023
Q4 | $566 | Hold |
1
| – | – | ﹤0.01% | 575 |
|
|
2023
Q3 | $514 | Buy |
+1
| New | +$514 | ﹤0.01% | 602 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | -$560 | – | 711 |
|
|
2023
Q1 | $560 | Buy |
+1
| New | +$560 | ﹤0.01% | 561 |
|