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Carlson Capital’s Factset FDS Stock Holding History

Carlson Capital’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,434
Closed -$3.5M – 127
2023
Q1 		$3.5M Sell
8,434
-1,266
-13% -$526K 0.33% 78
2022
Q4 		$3.89M Buy
+9,700
New +$3.89M 0.3% 84