Crewe Advisors’s Factset FDS Stock Holding History

Crewe Advisors’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.29K	Buy
2024 Q3	–	Sell
2024 Q2	$27.8K	Buy
2024 Q1	$3.64K	Buy
2023 Q4	–	Sell
2023 Q3	$438	Hold
2023 Q2	$401	Buy
2020 Q4	–	Sell
2020 Q3	$2K	Buy