Advisornet Financial’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
569
-11
| -2% | -$4.92K | 0.02% | 516 |
|
|
2025
Q1 | $264K | Buy |
580
+11
| +2% | +$5K | 0.02% | 486 |
|
|
2024
Q4 | $273K | Sell |
569
-9
| -2% | -$4.32K | 0.02% | 441 |
|
|
2024
Q3 | $266K | Buy |
578
+573
| +11,460% | +$263K | 0.02% | 466 |
|
|
2024
Q2 | $2.04K | Hold |
5
| – | – | ﹤0.01% | 1618 |
|
|
2024
Q1 | $2.27K | Hold |
5
| – | – | ﹤0.01% | 1577 |
|
|
2023
Q4 | $2.39K | Hold |
5
| – | – | ﹤0.01% | 1668 |
|
|
2023
Q3 | $2.19K | Sell |
5
-56
| -92% | -$24.5K | ﹤0.01% | 1614 |
|
|
2023
Q2 | $24.4K | Sell |
61
-3
| -5% | -$1.2K | ﹤0.01% | 1017 |
|
|
2023
Q1 | $26.6K | Sell |
64
-4
| -6% | -$1.66K | ﹤0.01% | 980 |
|
|
2022
Q4 | $27.3K | Buy |
68
+7
| +11% | +$2.81K | ﹤0.01% | 957 |
|
|
2022
Q3 | $24K | Buy |
61
+5
| +9% | +$1.97K | ﹤0.01% | 1038 |
|
|
2022
Q2 | $22K | Buy |
56
+1
| +2% | +$393 | ﹤0.01% | 1087 |
|
|
2022
Q1 | $24K | Hold |
55
| – | – | ﹤0.01% | 1176 |
|
|
2021
Q4 | $27K | Hold |
55
| – | – | ﹤0.01% | 1201 |
|
|
2021
Q3 | $22K | Sell |
55
-2,466
| -98% | -$986K | ﹤0.01% | 1217 |
|
|
2021
Q2 | $846K | Buy |
2,521
+133
| +6% | +$44.6K | 0.06% | 288 |
|
|
2021
Q1 | $737K | Buy |
2,388
+105
| +5% | +$32.4K | 0.05% | 291 |
|
|
2020
Q4 | $759K | Buy |
2,283
+172
| +8% | +$57.2K | 0.06% | 264 |
|
|
2020
Q3 | $707K | Buy |
2,111
+3
| +0.1% | +$1.01K | 0.06% | 277 |
|
|
2020
Q2 | $692K | Buy |
2,108
+39
| +2% | +$12.8K | 0.06% | 274 |
|
|
2020
Q1 | $539K | Buy |
2,069
+182
| +10% | +$47.4K | 0.05% | 289 |
|
|
2019
Q4 | $506K | Buy |
1,887
+12
| +0.6% | +$3.22K | 0.04% | 330 |
|
|
2019
Q3 | $456K | Sell |
1,875
-127
| -6% | -$30.9K | 0.04% | 344 |
|
|
2019
Q2 | $574K | Sell |
2,002
-12
| -0.6% | -$3.44K | 0.06% | 284 |
|
|
2019
Q1 | $500K | Buy |
2,014
+403
| +25% | +$100K | 0.06% | 275 |
|
|
2018
Q4 | $322K | Buy |
1,611
+98
| +6% | +$19.6K | 0.04% | 321 |
|
|
2018
Q3 | $338K | Sell |
1,513
-64
| -4% | -$14.3K | 0.04% | 327 |
|
|
2018
Q2 | $312K | Buy |
1,577
+51
| +3% | +$10.1K | 0.04% | 313 |
|
|
2018
Q1 | $304K | Buy |
1,526
+30
| +2% | +$5.98K | 0.04% | 313 |
|
|
2017
Q4 | $288K | Buy |
+1,496
| New | +$288K | 0.04% | 289 |
|