Doyle Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.19M | Buy |
2,980
+1
| +0% | +$400 | 0.1% | 92 |
|
|
2022
Q2 | $1.15M | Sell |
2,979
-224
| -7% | -$86.2K | 0.09% | 100 |
|
|
2022
Q1 | $1.39M | Buy |
3,203
+266
| +9% | +$116K | 0.1% | 100 |
|
|
2021
Q4 | $1.43M | Buy |
2,937
+1
| +0% | +$486 | 0.1% | 96 |
|
|
2021
Q3 | $1.16M | Sell |
2,936
-8
| -0.3% | -$3.16K | 0.09% | 101 |
|
|
2021
Q2 | $988K | Sell |
2,944
-73
| -2% | -$24.5K | 0.08% | 111 |
|
|
2021
Q1 | $931K | Buy |
3,017
+1
| +0% | +$309 | 0.09% | 107 |
|
|
2020
Q4 | $1M | Buy |
3,016
+136
| +5% | +$45.2K | 0.1% | 102 |
|
|
2020
Q3 | $965K | Sell |
2,880
-102
| -3% | -$34.2K | 0.11% | 93 |
|
|
2020
Q2 | $979K | Sell |
2,982
-67
| -2% | -$22K | 0.13% | 81 |
|
|
2020
Q1 | $795K | Sell |
3,049
-663
| -18% | -$173K | 0.13% | 81 |
|
|
2019
Q4 | $996K | Buy |
3,712
+1
| +0% | +$268 | 0.12% | 82 |
|
|
2019
Q3 | $902K | Buy |
3,711
+3
| +0.1% | +$729 | 0.12% | 85 |
|
|
2019
Q2 | $1.06M | Sell |
3,708
-300
| -7% | -$86K | 0.15% | 74 |
|
|
2019
Q1 | $1.13M | Sell |
4,008
-120
| -3% | -$33.7K | 0.16% | 74 |
|
|
2018
Q4 | $826K | Sell |
4,128
-282
| -6% | -$56.4K | 0.14% | 76 |
|
|
2018
Q3 | $987K | Buy |
4,410
+3
| +0.1% | +$671 | 0.15% | 72 |
|
|
2018
Q2 | $873K | Sell |
4,407
-203
| -4% | -$40.2K | 0.14% | 77 |
|
|
2018
Q1 | $919K | Sell |
4,610
-92
| -2% | -$18.3K | 0.15% | 69 |
|
|
2017
Q4 | $906K | Buy |
4,702
+4
| +0.1% | +$771 | 0.15% | 69 |
|
|
2017
Q3 | $846K | Sell |
4,698
-265
| -5% | -$47.7K | 0.15% | 68 |
|
|
2017
Q2 | $825K | Buy |
4,963
+504
| +11% | +$83.8K | 0.15% | 66 |
|
|
2017
Q1 | $735K | Buy |
+4,459
| New | +$735K | 0.15% | 66 |
|