BMS Financial Advisors, LLC
- SEC CIK
- 0001928041
- Latest filing
- Jul 31, 2023
MSCI holding history
MSCI Inc. in every 13F filed by BMS Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MSCI overviewAll 13F holders of MSCIFull Q2 2023 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −847−100.0% | Sold out | Holders |
| Q1 2023 | 847 | $474.1K | 0.3% | +5+0.6% | Added | Holders |
| Q4 2022 | 842 | $391.7K | 0.3% | −44−5.0% | Reduced | Holders |
| Q3 2022 | 886 | $374.0K | 0.3% | +9+1.0% | Added | Holders |
| Q2 2022 | 877 | $361.0K | 0.2% | +82+10.3% | Added | Holders |
| Q1 2022 | 795 | $400.0K | 0.3% | +49+6.6% | Added | Holders |
| Q4 2021 | 746 | $457.0K | 0.3% | – | No prior filing | Holders |