Veritable’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $891K | Sell |
|
|||||
|
2023
Q1 | $1.14M | Buy |
|
|||||
|
2022
Q4 | $816K | Buy |
|
|||||
|
2022
Q3 | $715K | Buy |
|
|||||
|
2022
Q2 | $698K | Sell |
|
|||||
|
2022
Q1 | $882K | Sell |
|
|||||
|
2021
Q4 | $1.11M | Buy |
|
|||||
|
2021
Q3 | $998K | Buy |
|
|||||
|
2021
Q2 | $860K | Buy |
|
|||||
|
2021
Q1 | $663K | Sell |
|
|||||
|
2020
Q4 | $713K | Sell |
|
|||||
|
2020
Q3 | $600K | Buy |
|
|||||
|
2020
Q2 | $522K | Sell |
|
|||||
|
2020
Q1 | $496K | Buy |
|
|||||
|
2019
Q4 | $397K | Sell |
|
|||||
|
2019
Q3 | $427K | Buy |
|
|||||
|
2019
Q2 | $455K | Buy |
|
|||||
|
2019
Q1 | $375K | Buy |
|
|||||
|
2018
Q4 | $275K | Buy |
|
|||||
|
2018
Q3 | $305K | Buy |
|
|||||
|
2018
Q2 | $208K | Sell |
|
|||||
|
2018
Q1 | $286K | Sell |
|
|||||
|
2017
Q4 | $275K | Buy |
|