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Dogwood Wealth Management’s Factset FDS Stock Holding History

Dogwood Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11.6K Buy
+26
New +$11.6K 0.01% 241
2024
Q4 		– Hold
0
– -$1 – 430
2024
Q3 		– Hold
0
– -$2 – 552
2024
Q2 		– Hold
0
– -$2 – 488
2024
Q1 		– Hold
0
– -$2 – 487
2023
Q4 		– Hold
0
– – – 546