Diversified’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $261K | Buy |
|
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|
2024
Q1 | $241K | Buy |
|
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|
2023
Q4 | $227K | Sell |
|
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|
2023
Q3 | $211K | Buy |
|
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $225K | Hold |
|
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|
2022
Q3 | $224K | Hold |
|
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $244K | Hold |
|
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|
2021
Q4 | $273K | Hold |
|
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|
2021
Q3 | $221K | Buy |
|
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $186K | Buy |
|