Cue Advisory Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-3,507
| Closed | -$632K | – | 160 |
|
2017
Q3 | $632K | Sell |
3,507
-353
| -9% | -$63.6K | 0.44% | 89 |
|
2017
Q2 | $641K | Sell |
3,860
-445
| -10% | -$73.9K | 0.46% | 83 |
|
2017
Q1 | $710K | Buy |
4,305
+95
| +2% | +$15.7K | 0.54% | 65 |
|
2016
Q4 | $688K | Buy |
4,210
+360
| +9% | +$58.8K | 0.56% | 65 |
|
2016
Q3 | $624K | Sell |
3,850
-285
| -7% | -$46.2K | 0.53% | 71 |
|
2016
Q2 | $667K | Buy |
+4,135
| New | +$667K | 0.57% | 69 |
|