ALA
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Atlas Legacy Advisors’s Factset FDS Stock Holding History

Atlas Legacy Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$309K Sell
691
-229
-25% -$102K 0.07% 146
2025
Q1 		$418K Buy
920
+2
+0.2% +$909 0.11% 119
2024
Q4 		$441K Buy
+918
New +$441K 0.11% 115