Empowered Funds’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Buy |
1,734
+762
| +78% | +$341K | 0.01% | 1167 |
|
|
2025
Q1 | $442K | Buy |
972
+210
| +28% | +$95.5K | 0.01% | 1262 |
|
|
2024
Q4 | $366K | Hold |
762
| – | – | 0.01% | 1300 |
|
|
2024
Q3 | $350K | Hold |
762
| – | – | 0.01% | 1209 |
|
|
2024
Q2 | $311K | Buy |
762
+136
| +22% | +$55.5K | 0.01% | 1195 |
|
|
2024
Q1 | $284K | Buy |
626
+202
| +48% | +$91.8K | 0.01% | 1220 |
|
|
2023
Q4 | $202K | Buy |
+424
| New | +$202K | 0.01% | 1210 |
|