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Capital Performance Advisors’s MSCI MSCI Stock Holding History

Capital Performance Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$230K Sell
399
-359
-47% -$207K 0.05% 217
2025
Q1 		$429K Buy
+758
New +$429K 0.09% 119
2024
Q4 		– Sell
-161
Closed -$93.9K – 1707
2024
Q3 		$93.9K Buy
+161
New +$93.9K 0.03% 213