Cumberland Partners’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 |
-1,750
| Closed | -$840K | – | 180 |
|
|
2024
Q4 | $840K | Buy |
+1,750
| New | +$840K | 0.06% | 134 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$224K | – | 175 |
|
|
2018
Q3 | $224K | Sell |
1,000
-1,000
| -50% | -$224K | 0.02% | 174 |
|
|
2018
Q2 | $396K | Buy |
+2,000
| New | +$396K | 0.04% | 160 |
|