Daymark Wealth Partners’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
917
-40
| -4% | -$17.9K | 0.02% | 394 |
|
|
2025
Q1 | $435K | Sell |
957
-12
| -1% | -$5.46K | 0.02% | 352 |
|
|
2024
Q4 | $466K | Buy |
969
+27
| +3% | +$13K | 0.02% | 335 |
|
|
2024
Q3 | $433K | Sell |
942
-17
| -2% | -$7.82K | 0.02% | 358 |
|
|
2024
Q2 | $392K | Sell |
959
-30
| -3% | -$12.3K | 0.02% | 359 |
|
|
2024
Q1 | $449K | Hold |
989
| – | – | 0.02% | 276 |
|
|
2023
Q4 | $472K | Hold |
989
| – | – | 0.03% | 262 |
|
|
2023
Q3 | $433K | Hold |
989
| – | – | 0.03% | 256 |
|
|
2023
Q2 | $396K | Sell |
989
-79
| -7% | -$31.7K | 0.03% | 261 |
|
|
2023
Q1 | $443K | Buy |
+1,068
| New | +$443K | 0.06% | 197 |
|