Capital Advisors Ltd’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 1184 |
|
|
2025
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 1172 |
|
|
2024
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 1195 |
|
|
2024
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 1193 |
|
|
2024
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 1180 |
|
|
2024
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 1176 |
|
|
2023
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 1133 |
|
|
2023
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 1124 |
|
|
2023
Q2 | $1K | Buy |
39
+31
| +388% | +$795 | ﹤0.01% | 1135 |
|
|
2023
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1314 |
|