BFSG LLC’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23
| Closed | -$10.5K | – | 678 |
|
|
2025
Q1 | $10.5K | Hold |
23
| – | – | ﹤0.01% | 497 |
|
|
2024
Q4 | $11K | Hold |
23
| – | – | ﹤0.01% | 495 |
|
|
2024
Q3 | $10.6K | Hold |
23
| – | – | ﹤0.01% | 494 |
|
|
2024
Q2 | $9.39K | Hold |
23
| – | – | ﹤0.01% | 485 |
|
|
2024
Q1 | $10.5K | Buy |
+23
| New | +$10.5K | ﹤0.01% | 491 |
|