GA
Geller Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $225K | Buy |
468
+25
| +6% | +$12K | 0.01% | 240 |
|
|
2024
Q3 | $204K | Buy |
+443
| New | +$204K | 0.01% | 259 |
|
|
2024
Q2 | – | Sell |
-471
| Closed | -$214K | – | 272 |
|
|
2024
Q1 | $214K | Sell |
471
-8
| -2% | -$3.64K | 0.02% | 257 |
|
|
2023
Q4 | $229K | Buy |
+479
| New | +$229K | 0.02% | 242 |
|