Column Capital Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $46.8K | Sell |
107
-9
| -8% | -$3.94K | 0.01% | 333 |
|
|
2023
Q2 | $46.5K | Hold |
116
| – | – | 0.01% | 332 |
|
|
2023
Q1 | $48.2K | Hold |
116
| – | – | 0.01% | 328 |
|
|
2022
Q4 | $46.5K | Hold |
116
| – | – | 0.01% | 310 |
|
|
2022
Q3 | $46K | Hold |
116
| – | – | 0.01% | 284 |
|
|
2022
Q2 | $45K | Hold |
116
| – | – | 0.01% | 294 |
|
|
2022
Q1 | $50K | Hold |
116
| – | – | 0.01% | 290 |
|
|
2021
Q4 | $56K | Hold |
116
| – | – | 0.01% | 281 |
|
|
2021
Q3 | $46K | Sell |
116
-15
| -11% | -$5.95K | 0.01% | 282 |
|
|
2021
Q2 | $44K | Hold |
131
| – | – | 0.01% | 294 |
|
|
2021
Q1 | $40K | Hold |
131
| – | – | 0.01% | 299 |
|
|
2020
Q4 | $44K | Hold |
131
| – | – | 0.01% | 291 |
|
|
2020
Q3 | $44K | Hold |
131
| – | – | 0.01% | 265 |
|
|
2020
Q2 | $43K | Hold |
131
| – | – | 0.01% | 269 |
|
|
2020
Q1 | $34K | Sell |
131
-33
| -20% | -$8.57K | 0.01% | 251 |
|
|
2019
Q4 | $44K | Buy |
+164
| New | +$44K | 0.02% | 259 |
|