Disciplined Investments’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4
| Closed | -$1.6K | – | 596 |
|
|
2023
Q2 | $1.6K | Hold |
4
| – | – | ﹤0.01% | 748 |
|
|
2023
Q1 | $1.66K | Sell |
4
-2
| -33% | -$830 | ﹤0.01% | 746 |
|
|
2022
Q4 | $2.41K | Sell |
6
-1
| -14% | -$401 | ﹤0.01% | 563 |
|
|
2022
Q3 | $3K | Hold |
7
| – | – | ﹤0.01% | 514 |
|
|
2022
Q2 | $3K | Hold |
7
| – | – | ﹤0.01% | 540 |
|
|
2022
Q1 | $3K | Buy |
+7
| New | +$3K | ﹤0.01% | 569 |
|