Bell Investment Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68K | Hold |
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|
2025
Q1 | $2.73K | Hold |
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|
2024
Q4 | $2.88K | Hold |
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|
2024
Q3 | $2.76K | Hold |
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|
2024
Q2 | $2.45K | Buy |
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|
2024
Q1 | $2.27K | Hold |
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|
2023
Q4 | $2.39K | Buy |
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|
2023
Q3 | $1.75K | Sell |
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|
2023
Q2 | $3.21K | Sell |
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|
2023
Q1 | $4.15K | Buy |
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|
2022
Q4 | $3.61K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $3K | Buy |
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|
2021
Q4 | $3K | Buy |
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|
2021
Q3 | $2K | Buy |
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