Wallace Advisory Group’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Buy |
1,667
+55
| +3% | +$31.1K | 0.68% | 38 |
|
|
2025
Q1 | $967K | Buy |
1,612
+17
| +1% | +$10.2K | 0.67% | 35 |
|
|
2024
Q4 | $930K | Buy |
1,595
+617
| +63% | +$360K | 0.64% | 39 |
|
|
2024
Q3 | $471K | Sell |
978
-17
| -2% | -$8.19K | 0.34% | 75 |
|
|
2024
Q2 | $479K | Buy |
+995
| New | +$479K | 0.35% | 75 |
|