Aperio Group’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.55M | Sell |
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|
2020
Q3 | $5.91M | Buy |
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|
2020
Q2 | $5.79M | Buy |
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|
2020
Q1 | $3.9M | Buy |
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|
2019
Q4 | $2.72M | Sell |
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|
2019
Q3 | $2.53M | Sell |
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|
2019
Q2 | $3.1M | Sell |
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|
2019
Q1 | $2.75M | Sell |
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|
2018
Q4 | $2.23M | Sell |
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|
2018
Q3 | $2.55M | Sell |
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|
2018
Q2 | $2.35M | Buy |
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|
2018
Q1 | $2.35M | Buy |
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|
2017
Q4 | $2.21M | Sell |
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|
2017
Q3 | $2.29M | Buy |
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|
2017
Q2 | $1.75M | Sell |
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|
2017
Q1 | $1.75M | Sell |
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|
2016
Q4 | $1.83M | Buy |
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|
2016
Q3 | $1.41M | Buy |
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|
2016
Q2 | $1.31M | Sell |
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|
2016
Q1 | $1.25M | Sell |
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|
2015
Q4 | $1.35M | Sell |
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|
2015
Q3 | $1.43M | Buy |
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|
2015
Q2 | $1.14M | Buy |
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|
2015
Q1 | $1.05M | Buy |
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|
2014
Q4 | $895K | Buy |
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|
2014
Q3 | $589K | Sell |
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|
2014
Q2 | $598K | Sell |
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|
2014
Q1 | $539K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $368K | Buy |
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|
2013
Q2 | $311K | Buy |
|