Roberts Capital Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $367K | Sell |
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|
2025
Q2 | $746K | Hold |
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|
2025
Q1 | $731K | Hold |
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|
2024
Q4 | $776K | Hold |
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|
2024
Q3 | $754K | Hold |
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|
2024
Q2 | $725K | Hold |
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|
2024
Q1 | $725K | Buy |
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|
2022
Q3 | $585K | Hold |
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|
2022
Q2 | $572K | Hold |
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|
2022
Q1 | $697K | Hold |
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|
2021
Q4 | $850K | Buy |
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