Tradition Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28
| Closed | -$16K | – | 886 |
|
|
2023
Q4 | $16K | Sell |
28
-1
| -3% | -$571 | ﹤0.01% | 899 |
|
|
2023
Q3 | $15K | Buy |
29
+1
| +4% | +$517 | ﹤0.01% | 923 |
|
|
2023
Q2 | $13K | Hold |
28
| – | – | ﹤0.01% | 987 |
|
|
2023
Q1 | $16K | Hold |
28
| – | – | ﹤0.01% | 883 |
|
|
2022
Q4 | $13K | Buy |
28
+3
| +12% | +$1.39K | ﹤0.01% | 846 |
|
|
2022
Q3 | $11K | Buy |
25
+1
| +4% | +$440 | ﹤0.01% | 911 |
|
|
2022
Q2 | $10K | Hold |
24
| – | – | ﹤0.01% | 826 |
|
|
2022
Q1 | $12K | Hold |
24
| – | – | ﹤0.01% | 850 |
|
|
2021
Q4 | $15K | Hold |
24
| – | – | ﹤0.01% | 801 |
|
|
2021
Q3 | $15K | Hold |
24
| – | – | ﹤0.01% | 795 |
|
|
2021
Q2 | $13K | Buy |
+24
| New | +$13K | ﹤0.01% | 874 |
|
|
2021
Q1 | – | Sell |
-24
| Closed | -$11K | – | 939 |
|
|
2020
Q4 | $11K | Buy |
+24
| New | +$11K | ﹤0.01% | 710 |
|