Diversified Trust’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $621K | Buy |
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|
2025
Q2 | $873K | Sell |
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|
2025
Q1 | $889K | Sell |
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|
2024
Q4 | $943K | Hold |
|
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|
2024
Q3 | $903K | Sell |
|
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|
2024
Q2 | $805K | Buy |
|
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|
2024
Q1 | $869K | Sell |
|
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|
2023
Q4 | $1.54M | Buy |
|
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.01M | Buy |
|
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|
2023
Q1 | $753K | Sell |
|
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|
2022
Q4 | $743K | Buy |
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|
2022
Q3 | $593K | Buy |
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|
2022
Q2 | $554K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.03M | Buy |
|