Abound Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8
| Closed | -$3.27K | – | 1314 |
|
|
2024
Q2 | $3.27K | Sell |
8
-1
| -11% | -$408 | ﹤0.01% | 579 |
|
|
2024
Q1 | $4.09K | Hold |
9
| – | – | ﹤0.01% | 568 |
|
|
2023
Q4 | $4.3K | Hold |
9
| – | – | ﹤0.01% | 547 |
|
|
2023
Q3 | $3.94K | Hold |
9
| – | – | ﹤0.01% | 512 |
|
|
2023
Q2 | $3.61K | Buy |
9
+1
| +13% | +$401 | ﹤0.01% | 556 |
|
|
2023
Q1 | $3.32K | Buy |
8
+3
| +60% | +$1.25K | ﹤0.01% | 504 |
|
|
2022
Q4 | $2.01K | Hold |
5
| – | – | ﹤0.01% | 538 |
|
|
2022
Q3 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 484 |
|