Trifecta 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
Q2
$3.46K Hold
2025
Q1
$3.39K Hold
2024
Q4
$3.6K Hold
2024
Q3
$3.5K Hold
2024
Q2
$2.89K Hold
2024
Q1
$3.36K Sell
2023
Q4
$12.4K Buy
2023
Q3
$3.08K Hold
2023
Q2
$2.82K Hold
2023
Q1
$3.36K Hold
2022
Q4
$2.79K Buy