Bedel Financial Consulting’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-8
| Closed | -$3K | – | 416 |
|
2022
Q1 | $3K | Hold |
8
| – | – | ﹤0.01% | 827 |
|
2021
Q4 | $4K | Hold |
8
| – | – | ﹤0.01% | 812 |
|
2021
Q3 | $3K | Hold |
8
| – | – | ﹤0.01% | 835 |
|
2021
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 827 |
|
2021
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 842 |
|
2020
Q4 | $3K | Hold |
8
| – | – | ﹤0.01% | 708 |
|
2020
Q3 | $3K | Hold |
8
| – | – | ﹤0.01% | 672 |
|
2020
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 642 |
|
2020
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 668 |
|
2019
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 674 |
|
2019
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 649 |
|
2019
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 642 |
|
2019
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 639 |
|
2018
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 603 |
|
2018
Q3 | $1K | Sell |
8
-26
| -76% | -$3.25K | ﹤0.01% | 645 |
|
2018
Q2 | $7K | Hold |
34
| – | – | 0.01% | 516 |
|
2018
Q1 | $7K | Buy |
+34
| New | +$7K | 0.01% | 511 |
|