Capital Impact Advisors’s CS Disco LAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-72,324
| Closed | -$595K | – | 145 |
|
|
2023
Q2 | $595K | Buy |
72,324
+3,788
| +6% | +$31.1K | 0.65% | 64 |
|
|
2023
Q1 | $455K | Buy |
68,536
+814
| +1% | +$5.41K | 0.56% | 81 |
|
|
2022
Q4 | $428K | Buy |
67,722
+46,799
| +224% | +$296K | 0.42% | 101 |
|
|
2022
Q3 | $180K | Buy |
20,923
+4,436
| +27% | +$38.2K | 0.18% | 194 |
|
|
2022
Q2 | $297K | Buy |
+16,487
| New | +$297K | 0.27% | 160 |
|