Fortis Capital Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Buy |
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|
2025
Q1 | $4.89M | Buy |
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|
2024
Q4 | $4.94M | Buy |
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|
2024
Q3 | $4.71M | Sell |
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|
2024
Q2 | $4.17M | Buy |
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|
2024
Q1 | $1.84M | Buy |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $960K | Buy |
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|
2023
Q1 | $1.09M | Buy |
|
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|
2022
Q4 | $814K | Sell |
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|
2022
Q3 | $755K | Buy |
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|
2022
Q2 | $719K | Sell |
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|
2022
Q1 | $881K | Sell |
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|
2021
Q4 | $2.82M | Buy |
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|
2021
Q3 | $2.73M | Sell |
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|
2021
Q2 | $3.09M | Buy |
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|
2021
Q1 | $2.27M | Buy |
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|
2020
Q4 | $226K | Buy |
|