CIM
Contravisory Investment Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Sell |
1,113
-4
| -0.4% | -$1.79K | 0.1% | 151 |
|
|
2025
Q1 | $508K | Buy |
+1,117
| New | +$508K | 0.11% | 143 |
|
|
2023
Q3 | – | Sell |
-1,358
| Closed | -$544K | – | 343 |
|
|
2023
Q2 | $544K | Buy |
1,358
+23
| +2% | +$9.22K | 0.14% | 97 |
|
|
2023
Q1 | $554K | Buy |
1,335
+63
| +5% | +$26.2K | 0.16% | 75 |
|
|
2022
Q4 | $510K | Buy |
1,272
+158
| +14% | +$63.4K | 0.14% | 87 |
|
|
2022
Q3 | $446K | Buy |
1,114
+163
| +17% | +$65.3K | 0.15% | 77 |
|
|
2022
Q2 | $366K | Buy |
+951
| New | +$366K | 0.12% | 108 |
|