Financial Management Professionals’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79K | Buy |
+4
| New | +$1.79K | ﹤0.01% | 762 |
|
|
2021
Q4 | – | Sell |
-4
| Closed | -$2K | – | 988 |
|
|
2021
Q3 | $2K | Hold |
4
| – | – | ﹤0.01% | 712 |
|
|
2021
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 763 |
|
|
2018
Q4 | – | Sell |
-15
| Closed | -$3K | – | 288 |
|
|
2018
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 228 |
|
|
2018
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 221 |
|
|
2018
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 233 |
|
|
2017
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 197 |
|
|
2017
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 201 |
|
|
2017
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 220 |
|
|
2017
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 244 |
|
|
2016
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 241 |
|
|
2016
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 265 |
|
|
2016
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 370 |
|