TFA
Toth Financial Advisory’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
1,918
+198
| +12% | +$114K | 0.13% | 120 |
|
|
2025
Q1 | $973K | Buy |
1,720
+836
| +95% | +$473K | 0.12% | 121 |
|
|
2024
Q4 | $530K | Buy |
884
+27
| +3% | +$16.2K | 0.06% | 153 |
|
|
2024
Q3 | $500K | Buy |
857
+445
| +108% | +$259K | 0.06% | 157 |
|
|
2024
Q2 | $198K | Buy |
412
+240
| +140% | +$116K | 0.03% | 198 |
|
|
2024
Q1 | $96.4K | Buy |
172
+30
| +21% | +$16.8K | 0.01% | 242 |
|
|
2023
Q4 | $80.3K | Sell |
142
-585
| -80% | -$331K | 0.01% | 254 |
|
|
2023
Q3 | $373K | Buy |
727
+680
| +1,447% | +$349K | 0.06% | 160 |
|
|
2023
Q2 | $22.1K | Sell |
47
-8
| -15% | -$3.75K | ﹤0.01% | 377 |
|
|
2023
Q1 | $30.8K | Buy |
+55
| New | +$30.8K | ﹤0.01% | 329 |
|
|
2022
Q4 | – | Sell |
-1
| Closed | – | – | 774 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 767 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 738 |
|