Chicago Partners Investment Group’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-56
| Closed | -$12K | – | 520 |
|
|
2018
Q3 | $12K | Hold |
56
| – | – | ﹤0.01% | 775 |
|
|
2018
Q2 | $11K | Hold |
56
| – | – | ﹤0.01% | 784 |
|
|
2018
Q1 | $11K | Hold |
56
| – | – | ﹤0.01% | 755 |
|
|
2017
Q4 | $11K | Hold |
56
| – | – | ﹤0.01% | 729 |
|
|
2017
Q3 | $10K | Buy |
+56
| New | +$10K | ﹤0.01% | 773 |
|
|
2017
Q2 | – | Sell |
-56
| Closed | -$9K | – | 686 |
|
|
2017
Q1 | $9K | Buy |
+56
| New | +$9K | ﹤0.01% | 458 |
|