Creative Financial Designs’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.26K | Sell |
14
-9
| -39% | -$4.03K | ﹤0.01% | 1464 |
|
|
2025
Q1 | $10.5K | Buy |
23
+6
| +35% | +$2.73K | ﹤0.01% | 1288 |
|
|
2024
Q4 | $8.17K | Buy |
17
+3
| +21% | +$1.44K | ﹤0.01% | 1306 |
|
|
2024
Q3 | $6.44K | Hold |
14
| – | – | ﹤0.01% | 1313 |
|
|
2024
Q2 | $5.72K | Hold |
14
| – | – | ﹤0.01% | 1293 |
|
|
2024
Q1 | $6.36K | Buy |
14
+2
| +17% | +$909 | ﹤0.01% | 1257 |
|
|
2023
Q4 | $5.73K | Hold |
12
| – | – | ﹤0.01% | 1237 |
|
|
2023
Q3 | $5.25K | Hold |
12
| – | – | ﹤0.01% | 1177 |
|
|
2023
Q2 | $4.81K | Hold |
12
| – | – | ﹤0.01% | 1188 |
|
|
2023
Q1 | $4.98K | Hold |
12
| – | – | ﹤0.01% | 1112 |
|
|
2022
Q4 | $4.82K | Hold |
12
| – | – | ﹤0.01% | 1044 |
|
|
2022
Q3 | $5K | Hold |
12
| – | – | ﹤0.01% | 1031 |
|
|
2022
Q2 | $5K | Hold |
12
| – | – | ﹤0.01% | 997 |
|
|
2022
Q1 | $5K | Hold |
12
| – | – | ﹤0.01% | 1034 |
|
|
2021
Q4 | $6K | Sell |
12
-25
| -68% | -$12.5K | ﹤0.01% | 982 |
|
|
2021
Q3 | $15K | Hold |
37
| – | – | ﹤0.01% | 927 |
|
|
2021
Q2 | $12K | Hold |
37
| – | – | ﹤0.01% | 979 |
|
|
2021
Q1 | $11K | Hold |
37
| – | – | ﹤0.01% | 913 |
|
|
2020
Q4 | $12K | Hold |
37
| – | – | ﹤0.01% | 825 |
|
|
2020
Q3 | $12K | Hold |
37
| – | – | ﹤0.01% | 765 |
|
|
2020
Q2 | $12K | Buy |
+37
| New | +$12K | ﹤0.01% | 708 |
|
|
2019
Q1 | – | Sell |
-16
| Closed | -$3K | – | 588 |
|
|
2018
Q4 | $3K | Sell |
16
-21
| -57% | -$3.94K | ﹤0.01% | 477 |
|
|
2018
Q3 | $8K | Sell |
37
-78
| -68% | -$16.9K | ﹤0.01% | 458 |
|
|
2018
Q2 | $23K | Buy |
115
+103
| +858% | +$20.6K | 0.01% | 340 |
|
|
2018
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 600 |
|
|
2017
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 600 |
|
|
2017
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 625 |
|
|
2017
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 630 |
|
|
2017
Q1 | $2K | Sell |
12
-11
| -48% | -$1.83K | ﹤0.01% | 590 |
|
|
2016
Q4 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 500 |
|