CAL
Capital Advisors Ltd’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
519
-42
| -7% | -$24.2K | 0.04% | 226 |
|
|
2025
Q1 | $317K | Hold |
561
| – | – | 0.04% | 212 |
|
|
2024
Q4 | $336K | Buy |
561
+4
| +0.7% | +$2.4K | 0.04% | 206 |
|
|
2024
Q3 | $325K | Buy |
557
+15
| +3% | +$8.75K | 0.04% | 210 |
|
|
2024
Q2 | $261K | Buy |
542
+20
| +4% | +$9.63K | 0.03% | 233 |
|
|
2024
Q1 | $293K | Buy |
522
+13
| +3% | +$7.3K | 0.04% | 224 |
|
|
2023
Q4 | $288K | Buy |
509
+32
| +7% | +$18.1K | 0.04% | 214 |
|
|
2023
Q3 | $245K | Buy |
477
+19
| +4% | +$9.76K | 0.04% | 225 |
|
|
2023
Q2 | $215K | Buy |
458
+19
| +4% | +$8.92K | 0.03% | 245 |
|
|
2023
Q1 | $246K | Buy |
439
+2
| +0.5% | +$1.12K | 0.04% | 205 |
|
|
2022
Q4 | $203K | Sell |
437
-3
| -0.7% | -$1.39K | 0.04% | 234 |
|
|
2022
Q3 | $186K | Buy |
440
+69
| +19% | +$29.2K | 0.04% | 246 |
|
|
2022
Q2 | $153K | Buy |
371
+83
| +29% | +$34.2K | 0.03% | 267 |
|
|
2022
Q1 | $145K | Buy |
288
+156
| +118% | +$78.5K | 0.02% | 274 |
|
|
2021
Q4 | $81K | Buy |
+132
| New | +$81K | 0.01% | 316 |
|