Crestmont Private Wealth’s Factset FDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-445	Closed	-$214K	–	80
2024 Q4	$214K	Buy	445 +1	+0.2%	+$480	0.1%	69
2024 Q3	$204K	Buy	+444	New	+$204K	0.09%	112