VitalStone Financial’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5
| Closed | -$2.41K | – | 531 |
|
|
2024
Q2 | $2.41K | Sell |
5
-554
| -99% | -$267K | ﹤0.01% | 374 |
|
|
2024
Q1 | $313K | Sell |
559
-170
| -23% | -$95.2K | 0.24% | 82 |
|
|
2023
Q4 | $412K | Sell |
729
-119
| -14% | -$67.3K | 0.33% | 54 |
|
|
2023
Q3 | $436K | Buy |
+848
| New | +$436K | 0.37% | 52 |
|
|
2023
Q1 | – | Sell |
-3,877
| Closed | -$1.79M | – | 453 |
|
|
2022
Q4 | $1.79M | Buy |
+3,877
| New | +$1.79M | 1.22% | 16 |
|