Ergoteles’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,466
| Closed | -$989K | – | 1414 |
|
|
2022
Q4 | $989K | Buy |
+2,466
| New | +$989K | 0.04% | 461 |
|
|
2022
Q2 | – | Sell |
-37,441
| Closed | -$16.3M | – | 1749 |
|
|
2022
Q1 | $16.3M | Buy |
+37,441
| New | +$16.3M | 0.62% | 28 |
|
|
2021
Q1 | – | Sell |
-10,091
| Closed | -$3.36M | – | 875 |
|
|
2020
Q4 | $3.36M | Buy |
+10,091
| New | +$3.36M | 0.11% | 191 |
|