MCIA
Mountain Capital Investment Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,070
| Closed | -$520K | – | 90 |
|
|
2022
Q1 | $520K | Sell |
1,070
-332
| -24% | -$161K | 0.25% | 78 |
|
|
2021
Q4 | $776K | Buy |
1,402
+223
| +19% | +$123K | 0.35% | 91 |
|
|
2021
Q3 | $707K | Sell |
1,179
-7
| -0.6% | -$4.2K | 0.37% | 93 |
|
|
2021
Q2 | $656K | Sell |
1,186
-64
| -5% | -$35.4K | 0.3% | 95 |
|
|
2021
Q1 | $575K | Sell |
1,250
-447
| -26% | -$206K | 0.29% | 113 |
|
|
2020
Q4 | $767K | Sell |
1,697
-562
| -25% | -$254K | 0.46% | 78 |
|
|
2020
Q3 | $797K | Buy |
+2,259
| New | +$797K | 0.51% | 67 |
|