BKS Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $377K | Hold |
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|
2018
Q4 | $304K | Hold |
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|
2018
Q3 | $339K | Hold |
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|
2018
Q2 | $301K | Hold |
|
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|
2018
Q1 | $303K | Hold |
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|
2017
Q4 | $293K | Hold |
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|
2017
Q3 | $273K | Hold |
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|
2017
Q2 | $252K | Hold |
|
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|
2017
Q1 | $250K | Hold |
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|
2016
Q4 | $248K | Hold |
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|
2016
Q3 | $246K | Hold |
|
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|
2016
Q2 | $245K | Hold |
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|
2016
Q1 | $230K | Hold |
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|
2015
Q4 | $247K | Hold |
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|
2015
Q3 | $243K | Hold |
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|
2015
Q2 | $247K | Hold |
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|
2015
Q1 | $242K | Buy |
|