Buckingham Capital Management (Ohio)’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $223K | Sell |
465
-5
| -1% | -$2.4K | 0.03% | 125 |
|
|
2024
Q3 | $216K | Buy |
+470
| New | +$216K | 0.02% | 133 |
|
|
2024
Q2 | – | Sell |
-470
| Closed | -$214K | – | 136 |
|
|
2024
Q1 | $214K | Hold |
470
| – | – | 0.03% | 123 |
|
|
2023
Q4 | $224K | Hold |
470
| – | – | 0.03% | 111 |
|
|
2023
Q3 | $206K | Buy |
+470
| New | +$206K | 0.03% | 110 |
|
|
2022
Q2 | – | Sell |
-465
| Closed | -$202K | – | 118 |
|
|
2022
Q1 | $202K | Hold |
465
| – | – | 0.03% | 118 |
|
|
2021
Q4 | $226K | Buy |
+465
| New | +$226K | 0.04% | 113 |
|