Toth Financial Advisory’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.21M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $973K | Buy |
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|
2024
Q4 | $530K | Buy |
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|
2024
Q3 | $500K | Buy |
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|
2024
Q2 | $198K | Buy |
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|
2024
Q1 | $96.4K | Buy |
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|
2023
Q4 | $80.3K | Sell |
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|
2023
Q3 | $373K | Buy |
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|
2023
Q2 | $22.1K | Sell |
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|
2023
Q1 | $30.8K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Buy |
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