Global Financial Private Client’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6
Closed -$2.73K 688
2025
Q1
$2.73K Buy
6
+4
+200% +$1.82K ﹤0.01% 795
2024
Q4
$961 Buy
+2
New +$961 ﹤0.01% 788