Benjamin Edwards Inc’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$959K Buy
2,144
+146
+7% +$65.3K 0.01% 642
2025
Q1
$909K Buy
1,998
+36
+2% +$16.4K 0.01% 605
2024
Q4
$943K Buy
1,962
+433
+28% +$208K 0.01% 626
2024
Q3
$704K Buy
+1,529
New +$704K 0.01% 696