Institutions / Strategic Point Investment Advisors, LLC / Activity
Activity — Strategic Point Investment Advisors, LLC
33 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 316092808 Common stock | $-2.1K | -10 -0.75% | 1,320 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Coca Cola Co Common stock | $-5.3K | -70 -2.32% | 2,950 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 46090E103 Common stock | $-6.3K | -11 -1.72% | 628 0.05% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-11.0K | -12 -4.65% | 246 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 921910725 Common stock | $-22.2K | -310 -2.27% | 13,368 0.14% of portfolio | low |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-30.4K | -82 -8.53% | 879 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 46435G243 Common stock | $-31.0K | -1K -1.61% | 75,295 0.27% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $38.6K | +445 +0.21% | 212,400 2.67% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y704 Common stock | $-46.9K | -290 -0.26% | 112,993 2.66% of portfolio | low |
| Q1 2026 as of | Trim | 921910733 Common stock | $-50.5K | -450 -1.86% | 23,710 0.39% of portfolio | low |
| Q1 2026 as of | Trim | 46435G425 Common stock | $-55.2K | -390 -3.07% | 12,295 0.25% of portfolio | low |
| Q1 2026 as of | Trim | 67092P300 Common stock | $-55.7K | -1K -2.70% | 44,205 0.29% of portfolio | low |
| Q1 2026 as of | Add | 81369Y803 Common stock | $112.8K | +849 +0.37% | 231,400 4.47% of portfolio | low |
| Q1 2026 as of | Add | 464285204 Common stock | $117.3K | +1K +0.25% | 534,548 6.85% of portfolio | low |
| Q1 2026 as of | Add | 316092501 Common stock | $119.6K | +2K +0.79% | 218,273 2.23% of portfolio | low |
| Q1 2026 as of | Trim | 921946794 Common stock | $-124.9K | -1K -0.53% | 250,651 3.43% of portfolio | low |
| Q1 2026 as of | Trim | 922908769 Common stock | $-157.8K | -492 -2.36% | 20,383 0.95% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-166.0K | -654 -8.27% | 7,257 0.27% of portfolio | low |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-187.5K | -2K -4.73% | 40,730 0.55% of portfolio | low |
| Q1 2026 as of | Exit | Idexx Laboratories Inc /De Common stock | $-203.0K | -300 -100.00% | 0 | low |
| Q1 2026 as of | Add | 464287614 Common stock | $278.0K | +652 +0.67% | 98,265 6.09% of portfolio | low |
| Q1 2026 as of | Trim | 464288570 Common stock | $-280.4K | -2K -3.96% | 56,187 0.99% of portfolio | low |
| Q1 2026 as of | Trim | 464287440 Common stock | $-283.7K | -3K -1.90% | 153,587 2.13% of portfolio | low |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-291.0K | -2K -0.58% | 353,225 7.31% of portfolio | low |
| Q1 2026 as of | Add | 46432F842 Common stock | $425.9K | +5K +2.07% | 231,817 3.05% of portfolio | low |
| Q1 2026 as of | Trim | 92206C102 Common stock | $-463.4K | -8K -1.84% | 421,278 3.58% of portfolio | low |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-534.6K | -3K -2.60% | 104,390 2.91% of portfolio | low |
| Q1 2026 as of | Add | 464287408 Common stock | $693.8K | +3K +1.36% | 245,027 7.52% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $1.08M | +2K +1.57% | 107,017 10.16% of portfolio | low |
| Q1 2026 as of | Trim | 78462F103 Common stock | $-1.91M | -3K -1.92% | 150,473 14.22% of portfolio | low |
| Q1 2026 as of | Add | 78464A474 Common stock | $2.02M | +67K +5.95% | 1,195,219 5.22% of portfolio | low |
| Q1 2026 as of | Add | 464288661 Common stock | $2.91M | +25K +3.99% | 639,390 11.02% of portfolio | low |
| Q1 2026 as of | Exit | 464288679 Common stock | $-21.89M | -199K -100.00% | 0 | medium |