Bell Investment Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68K | Hold |
6
| – | – | ﹤0.01% | 1243 |
|
|
2025
Q1 | $2.73K | Hold |
6
| – | – | ﹤0.01% | 1184 |
|
|
2024
Q4 | $2.88K | Hold |
6
| – | – | ﹤0.01% | 1184 |
|
|
2024
Q3 | $2.76K | Hold |
6
| – | – | ﹤0.01% | 1222 |
|
|
2024
Q2 | $2.45K | Buy |
6
+1
| +20% | +$408 | ﹤0.01% | 1266 |
|
|
2024
Q1 | $2.27K | Hold |
5
| – | – | ﹤0.01% | 1302 |
|
|
2023
Q4 | $2.39K | Buy |
5
+1
| +25% | +$477 | ﹤0.01% | 1249 |
|
|
2023
Q3 | $1.75K | Sell |
4
-4
| -50% | -$1.75K | ﹤0.01% | 1344 |
|
|
2023
Q2 | $3.21K | Sell |
8
-2
| -20% | -$802 | ﹤0.01% | 1053 |
|
|
2023
Q1 | $4.15K | Buy |
10
+1
| +11% | +$415 | ﹤0.01% | 864 |
|
|
2022
Q4 | $3.61K | Hold |
9
| – | – | ﹤0.01% | 977 |
|
|
2022
Q3 | $4K | Hold |
9
| – | – | ﹤0.01% | 779 |
|
|
2022
Q2 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 933 |
|
|
2021
Q4 | $3K | Buy |
7
+2
| +40% | +$857 | ﹤0.01% | 967 |
|
|
2021
Q3 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 1064 |
|