Avidian Wealth Enterprises’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-978
Closed -$321K 280
2020
Q2
$321K Buy
+978
New +$321K 0.04% 181
2020
Q1
Sell
-2,586
Closed -$694K 222
2019
Q4
$694K Buy
+2,586
New +$694K 0.1% 89