Capital Performance Advisors’s Information Services Group III Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-540
Closed -$1.78K 1327
2024
Q3
$1.78K Buy
+540
New +$1.78K ﹤0.01% 1618