Capstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $773K | Buy |
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|
2017
Q1 | $731K | Sell |
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|
2016
Q4 | $726K | Sell |
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|
2016
Q3 | $835K | Sell |
|
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|
2016
Q2 | $838K | Buy |
|
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|
2016
Q1 | $734K | Buy |
|
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|
2015
Q4 | $753K | Sell |
|
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|
2015
Q3 | $758K | Buy |
|
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|
2015
Q2 | $651K | Sell |
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|
2015
Q1 | $673K | Buy |
|
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|
2014
Q4 | $530K | Buy |
|
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|
2014
Q3 | $437K | Buy |
|
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|
2014
Q2 | $429K | Sell |
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|
2014
Q1 | $424K | Sell |
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|
2013
Q4 | $494K | Sell |
|
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|
2013
Q3 | $743K | Buy |
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|
2013
Q2 | $612K | Buy |
|