Capstone Investment Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $370K | Sell |
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|
2024
Q3 | $849K | Sell |
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|
2024
Q2 | $909K | Buy |
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|
2024
Q1 | $314K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $910K | Buy |
|
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Hold |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $861K | Sell |
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|
2017
Q2 | $913K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $338K | Buy |
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