TCPG
Trivant Custom Portfolio Group’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
3,279
-48
| -1% | -$27.7K | 1.04% | 25 |
|
|
2025
Q1 | $1.88M | Buy |
3,327
+2
| +0.1% | +$1.13K | 1.08% | 27 |
|
|
2024
Q4 | $2M | Buy |
3,325
+21
| +0.6% | +$12.6K | 1.16% | 30 |
|
|
2024
Q3 | $1.93M | Buy |
3,304
+99
| +3% | +$57.7K | 1.11% | 29 |
|
|
2024
Q2 | $1.54M | Buy |
+3,205
| New | +$1.54M | 0.95% | 36 |
|