Crewe Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-68
| Closed | -$27.8K | – | 812 |
|
|
2024
Q2 | $27.8K | Buy |
68
+60
| +750% | +$24.5K | ﹤0.01% | 488 |
|
|
2024
Q1 | $3.64K | Buy |
+8
| New | +$3.64K | ﹤0.01% | 787 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$438 | – | 516 |
|
|
2023
Q3 | $438 | Hold |
1
| – | – | ﹤0.01% | 396 |
|
|
2023
Q2 | $401 | Buy |
+1
| New | +$401 | ﹤0.01% | 650 |
|
|
2020
Q4 | – | Sell |
-7
| Closed | -$2K | – | 529 |
|
|
2020
Q3 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 502 |
|