Heritage Wealth Management, LLC Msci Inc. Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$388.72 - $521.76 $1,943 - $2,608	5 Added 100.0%	10 $4,000
Q3 2022 Nov 14, 2022	BUY	$410.11 - $512.12 $2,050 - $2,560	5 New	5 $2,000
Q2 2022 Aug 15, 2022	SELL	$379.08 - $519.51 $161,867 - $221,830	-427 Closed	0 $0
Q1 2022 Aug 15, 2022	SELL	$456.63 - $595.58 $23,744 - $30,970	-52 Reduced 10.86%	427 $215,000
Q3 2021 Nov 10, 2021	BUY	$534.03 - $661.37 $37,916 - $46,957	71 Added 17.4%	479 $291,000
Q2 2021 Aug 11, 2021	BUY	$428.55 - $542.17 $97,280 - $123,072	227 Added 125.41%	408 $217,000
Q1 2021 Jul 16, 2021	BUY	$393.34 - $453.19 $71,194 - $82,027	181 New	181 $76,000

1,079

67.1M

121K

189K

Ticker MSCI
Exchange NYSE
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 79,958,200
Market Cap $47.9B
Description
MSCI Inc., together with its subsidiaries, provides investment decision support tools for the clients to manage their investment processes worldwide. It operates through four segments: Index, Analytics, ESG and Climate, and All Other ? Private Assets. The Index segment provides indexes for use in various areas of the investment process, includin...

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