Bruce G. Allen Investments’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68K | Sell |
152
-1
| -0.7% | -$447 | 0.05% | 212 |
|
|
2025
Q1 | $69.6K | Sell |
153
-4
| -3% | -$1.82K | 0.06% | 191 |
|
|
2024
Q4 | $75.4K | Buy |
157
+1
| +0.6% | +$480 | 0.06% | 188 |
|
|
2024
Q3 | $71.7K | Buy |
156
+5
| +3% | +$2.3K | 0.06% | 199 |
|
|
2024
Q2 | $61.6K | Sell |
151
-2
| -1% | -$817 | 0.05% | 208 |
|
|
2024
Q1 | $69.5K | Buy |
153
+8
| +6% | +$3.64K | 0.06% | 192 |
|
|
2023
Q4 | $69.2K | Buy |
+145
| New | +$69.2K | 0.06% | 187 |
|