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FullCircle Wealth’s Factset FDS Stock Holding History

FullCircle Wealth’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$223K Buy
564
+52
+10% +$20.6K 0.08% 240
2025
Q1 		$217K Buy
512
+76
+17% +$32.1K 0.09% 218
2024
Q4 		$200K Buy
+436
New +$200K 0.08% 208