Financial Network Wealth Advisors’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.4K Buy
21
+3
+17% +$1.34K 0.01% 446
2025
Q1
$8.19K Buy
18
+6
+50% +$2.73K 0.01% 441
2024
Q4
$5.76K Sell
12
-23
-66% -$11K 0.01% 346
2024
Q3
$16.1K Hold
35
0.01% 390
2024
Q2
$14.3K Buy
+35
New +$14.3K 0.01% 438