Blue Barn Wealth’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+457
| New | +$204K | 0.1% | 153 |
|
|
2025
Q1 | – | Sell |
-548
| Closed | -$263K | – | 154 |
|
|
2024
Q4 | $263K | Buy |
548
+9
| +2% | +$4.32K | 0.14% | 108 |
|
|
2024
Q3 | $248K | Buy |
539
+18
| +3% | +$8.28K | 0.13% | 123 |
|
|
2024
Q2 | $213K | Buy |
521
+12
| +2% | +$4.9K | 0.12% | 125 |
|
|
2024
Q1 | $231K | Buy |
+509
| New | +$231K | 0.13% | 113 |
|