DiNuzzo Private Wealth’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.68K | Hold |
6
| – | – | ﹤0.01% | 525 |
|
2025
Q1 | $2.73K | Hold |
6
| – | – | ﹤0.01% | 497 |
|
2024
Q4 | $2.88K | Hold |
6
| – | – | ﹤0.01% | 481 |
|
2024
Q3 | $2.76K | Hold |
6
| – | – | ﹤0.01% | 503 |
|
2024
Q2 | $2.45K | Buy |
6
+1
| +20% | +$408 | ﹤0.01% | 449 |
|
2024
Q1 | $2.27K | Hold |
5
| – | – | ﹤0.01% | 432 |
|
2023
Q4 | $2.39K | Buy |
+5
| New | +$2.39K | ﹤0.01% | 380 |
|