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Tiedemann Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,607
| Closed | -$536K | – | 327 |
|
|
2020
Q2 | $536K | Hold |
1,607
| – | – | 0.03% | 207 |
|
|
2020
Q1 | $464K | Buy |
+1,607
| New | +$464K | 0.03% | 209 |
|
|
2019
Q2 | – | Sell |
-1,347
| Closed | -$270K | – | 378 |
|
|
2019
Q1 | $270K | Buy |
+1,347
| New | +$270K | 0.01% | 373 |
|