Financial Advocates Investment Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
921
-159
| -15% | -$71.1K | 0.03% | 408 |
|
|
2025
Q1 | $491K | Buy |
1,080
+26
| +2% | +$11.8K | 0.03% | 426 |
|
|
2024
Q4 | $506K | Buy |
1,054
+41
| +4% | +$19.7K | 0.03% | 442 |
|
|
2024
Q3 | $466K | Buy |
1,013
+60
| +6% | +$27.6K | 0.03% | 473 |
|
|
2024
Q2 | $389K | Buy |
953
+377
| +65% | +$154K | 0.02% | 500 |
|
|
2024
Q1 | $262K | Buy |
576
+1
| +0.2% | +$454 | 0.02% | 637 |
|
|
2023
Q4 | $274K | Buy |
+575
| New | +$274K | 0.02% | 583 |
|
|
2020
Q4 | – | Sell |
-657
| Closed | -$220K | – | 721 |
|
|
2020
Q3 | $220K | Buy |
+657
| New | +$220K | 0.02% | 545 |
|