Avestar Capital’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,969
| Closed | -$430K | – | 431 |
|
|
2024
Q1 | $430K | Sell |
1,969
-1,031
| -34% | -$225K | 0.05% | 235 |
|
|
2023
Q4 | $579K | Buy |
3,000
+497
| +20% | +$96K | 0.07% | 163 |
|
|
2023
Q3 | $412K | Sell |
2,503
-19
| -0.8% | -$3.13K | 0.06% | 172 |
|
|
2023
Q2 | $397K | Sell |
2,522
-200
| -7% | -$31.5K | 0.06% | 164 |
|
|
2023
Q1 | $364K | Sell |
2,722
-611
| -18% | -$81.7K | 0.07% | 174 |
|
|
2022
Q4 | $423K | Buy |
3,333
+577
| +21% | +$73.3K | 0.08% | 144 |
|
|
2022
Q3 | $286K | Buy |
+2,756
| New | +$286K | 0.07% | 178 |
|