Beacon Pointe Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-420
| Closed | -$200K | – | 1337 |
|
|
2023
Q4 | $200K | Sell |
420
-76
| -15% | -$36.3K | ﹤0.01% | 1217 |
|
|
2023
Q3 | $217K | Buy |
+496
| New | +$217K | ﹤0.01% | 1183 |
|
|
2022
Q2 | – | Sell |
-544
| Closed | -$236K | – | 1102 |
|
|
2022
Q1 | $236K | Buy |
+544
| New | +$236K | ﹤0.01% | 1066 |
|