Bruderman Asset Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $219K | Sell |
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|
2021
Q4 | $309K | Sell |
|
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|
2021
Q3 | $389K | Buy |
|
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|
2021
Q2 | $297K | Buy |
|
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|
2021
Q1 | $255K | Buy |
|
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|
2020
Q4 | $262K | Buy |
|
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|
2020
Q3 | $216K | Buy |
|
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|
2020
Q2 | $209K | Buy |
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|
2019
Q2 | – | Sell |
|
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|
2019
Q1 | $128K | Buy |
|
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|
2018
Q4 | $94K | Sell |
|
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|
2018
Q3 | $120K | Sell |
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|
2018
Q2 | $112K | Buy |
|