CC
Caldera Capital’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,344
| Closed | -$1.08M | – | 24 |
|
|
2018
Q4 | $1.08M | Sell |
7,344
-4,030
| -35% | -$594K | 0.98% | 14 |
|
|
2018
Q3 | $2.02M | Buy |
+11,374
| New | +$2.02M | 1.38% | 12 |
|
|
2017
Q3 | – | Sell |
-7,685
| Closed | -$791K | – | 22 |
|
|
2017
Q2 | $791K | Sell |
7,685
-3,425
| -31% | -$353K | 0.74% | 21 |
|
|
2017
Q1 | $1.08M | Buy |
+11,110
| New | +$1.08M | 0.85% | 16 |
|