Arbor Investment Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
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|
2025
Q2 | $224K | Hold |
|
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|
2025
Q1 | $227K | Hold |
|
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|
2024
Q4 | $240K | Hold |
|
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|
2024
Q3 | $230K | Hold |
|
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|
2024
Q2 | $204K | Hold |
|
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|
2024
Q1 | $227K | Hold |
|
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|
2023
Q4 | $239K | Hold |
|
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|
2023
Q3 | $219K | Hold |
|
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|
2023
Q2 | $200K | Hold |
|
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|
2023
Q1 | $208K | Hold |
|
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|
2022
Q4 | $201K | Hold |
|
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|
2022
Q3 | $200K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $217K | Hold |
|
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|
2021
Q4 | $243K | Buy |
|