Sheets Smith Wealth Management Msci Inc. Transaction History

Sheets Smith Wealth Management

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 02, 2022	SELL	$456.63 - $595.58 $727,868 - $949,354	-1,594 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$579.3 - $675.15 $93,846 - $109,374	162 Added 11.31%	1,594 $977,000
Q4 2020 Jan 13, 2021	BUY	$340.68 - $446.53 $19,078 - $25,005	56 Added 4.07%	1,432 $639,000
Q3 2020 Oct 26, 2020	BUY	$339.25 - $394.0 $466,808 - $542,144	1,376 New	1,376 $491,000
Q2 2020 Jul 17, 2020	SELL	$270.61 - $347.25 $884,894 - $1.14 Million	-3,270 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	$224.65 - $332.11 $49,198 - $72,732	-219 Reduced 6.28%	3,270 $945,000
Q4 2019 Jan 24, 2020	SELL	$212.7 - $266.32 $20,844 - $26,099	-98 Reduced 2.73%	3,489 $894,000
Q3 2019 Oct 28, 2019	SELL	$209.24 - $245.73 $518,287 - $608,673	-2,477 Reduced 40.85%	3,587 $781,000
Q2 2019 Jul 12, 2019	SELL	$201.88 - $243.99 $1,816 - $2,195	-9 Reduced 0.15%	6,064 $1.45 Million
Q1 2019 May 13, 2019	BUY	$141.34 - $198.84 $39,433 - $55,476	279 Added 4.82%	6,073 $1.21 Million
Q4 2018 Jan 11, 2019	SELL	$135.09 - $179.8 $7,294 - $9,709	-54 Reduced 0.92%	5,794 $854,000
Q3 2018 Oct 15, 2018	BUY	$163.0 - $182.23 $15,322 - $17,129	94 Added 1.63%	5,848 $1.04 Million
Q2 2018 Jul 26, 2018	BUY	$144.05 - $172.75 $4,321 - $5,182	30 Added 0.52%	5,754 $952,000
Q1 2018 Apr 09, 2018	SELL	$127.68 - $158.67 $14,044 - $17,453	-110 Reduced 1.89%	5,724 $856,000
Q4 2017 Jan 12, 2018	BUY	$116.98 - $129.35 $15,675 - $17,332	134 Added 2.35%	5,834 $738,000
Q3 2017 Oct 12, 2017	BUY	$107.13 - $117.74 $610,641 - $671,118	5,700	5,700 $666,000

1,095

67.3M

121K

189K

Ticker MSCI
Exchange NYSE
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 79,958,200
Market Cap $47.4B
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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