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Bison Wealth’s Factset FDS Stock Holding History

Bison Wealth’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,351
Closed -$215K – 254
2015
Q1 		$215K Sell
1,351
-216
-14% -$34.4K 0.13% 200
2014
Q4 		$221K Buy
+1,567
New +$221K 0.17% 163