CSat Investment Advisory’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-120
| Closed | -$40K | – | 673 |
|
|
2020
Q3 | $40K | Buy |
120
+9
| +8% | +$3K | ﹤0.01% | 695 |
|
|
2020
Q2 | $36K | Buy |
111
+3
| +3% | +$973 | ﹤0.01% | 721 |
|
|
2020
Q1 | $28K | Buy |
108
+20
| +23% | +$5.19K | 0.01% | 666 |
|
|
2019
Q4 | $24K | Buy |
88
+10
| +13% | +$2.73K | 0.01% | 730 |
|
|
2019
Q3 | $19K | Buy |
78
+10
| +15% | +$2.44K | 0.01% | 717 |
|
|
2019
Q2 | $19K | Buy |
+68
| New | +$19K | 0.01% | 698 |
|