Waterloo Capital’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
+484
| New | +$279K | 0.02% | 368 |
|
|
2024
Q2 | – | Sell |
-1,525
| Closed | -$854K | – | 380 |
|
|
2024
Q1 | $854K | Buy |
1,525
+341
| +29% | +$191K | 0.11% | 165 |
|
|
2023
Q4 | $670K | Buy |
+1,184
| New | +$670K | 0.11% | 175 |
|
|
2020
Q1 | $446K | Buy |
+1,544
| New | +$446K | 0.32% | 77 |
|