Bridges Investment Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,981
| Closed | -$724K | – | 310 |
|
|
2019
Q3 | $724K | Buy |
2,981
+160
| +6% | +$38.9K | 0.03% | 240 |
|
|
2019
Q2 | $808K | Sell |
2,821
-213
| -7% | -$61K | 0.03% | 224 |
|
|
2019
Q1 | $753K | Hold |
3,034
| – | – | 0.03% | 219 |
|
|
2018
Q4 | $607K | Buy |
3,034
+1,759
| +138% | +$352K | 0.03% | 234 |
|
|
2018
Q3 | $285K | Buy |
+1,275
| New | +$285K | 0.01% | 240 |
|