CI
CX Institutional’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93K | Buy |
207
+76
| +58% | +$34.1K | ﹤0.01% | 776 |
|
|
2025
Q1 | $60K | Buy |
+131
| New | +$60K | ﹤0.01% | 814 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$3K | – | 699 |
|
|
2022
Q2 | $3K | Buy |
+8
| New | +$3K | ﹤0.01% | 1064 |
|
|
2021
Q4 | – | Sell |
-5
| Closed | -$2K | – | 535 |
|
|
2021
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 902 |
|
|
2021
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 900 |
|
|
2021
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 825 |
|
|
2020
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 811 |
|
|
2020
Q3 | $2K | Buy |
5
+1
| +25% | +$400 | ﹤0.01% | 806 |
|
|
2020
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 793 |
|