Drive Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-455
| Closed | -$218K | – | 343 |
|
|
2024
Q4 | $218K | Sell |
455
-10
| -2% | -$4.8K | 0.05% | 288 |
|
|
2024
Q3 | $214K | Buy |
+465
| New | +$214K | 0.06% | 285 |
|
|
2024
Q2 | – | Sell |
-469
| Closed | -$213K | – | 326 |
|
|
2024
Q1 | $213K | Sell |
469
-18
| -4% | -$8.17K | 0.06% | 281 |
|
|
2023
Q4 | $233K | Buy |
487
+24
| +5% | +$11.5K | 0.08% | 248 |
|
|
2023
Q3 | $203K | Buy |
+463
| New | +$203K | 0.07% | 243 |
|