Trifecta Capital Advisors’s MSCI MSCI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.46K Hold
6
﹤0.01% 292
2025
Q1
$3.39K Hold
6
﹤0.01% 257
2024
Q4
$3.6K Hold
6
﹤0.01% 245
2024
Q3
$3.5K Hold
6
﹤0.01% 258
2024
Q2
$2.89K Hold
6
﹤0.01% 275
2024
Q1
$3.36K Sell
6
-16
-73% -$8.97K ﹤0.01% 257
2023
Q4
$12.4K Buy
22
+16
+267% +$9.05K ﹤0.01% 197
2023
Q3
$3.08K Hold
6
﹤0.01% 268
2023
Q2
$2.82K Hold
6
﹤0.01% 267
2023
Q1
$3.36K Hold
6
﹤0.01% 252
2022
Q4
$2.79K Buy
+6
New +$2.79K ﹤0.01% 269