Global Retirement Partners’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $120K | Sell |
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|
2025
Q2 | $189K | Buy |
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|
2024
Q4 | $134K | Buy |
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|
2024
Q3 | $120K | Buy |
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|
2024
Q2 | $100K | Buy |
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|
2024
Q1 | $76.3K | Buy |
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|
2023
Q4 | $65.2K | Buy |
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|
2023
Q3 | $46.1K | Buy |
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|
2023
Q2 | $32.1K | Buy |
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|
2023
Q1 | $31.1K | Buy |
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|
2022
Q4 | $30.9K | Buy |
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|
2022
Q3 | $31K | Buy |
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|
2022
Q2 | $25K | Sell |
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|
2022
Q1 | $27K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $75K | Buy |
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|
2021
Q2 | $62K | Sell |
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|
2021
Q1 | $59K | Sell |
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|
2020
Q4 | $67K | Sell |
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|
2020
Q3 | $71K | Sell |
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|
2020
Q2 | $72K | Sell |
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|
2020
Q1 | $60K | Sell |
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|
2019
Q4 | $65K | Hold |
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|
2019
Q3 | $59K | Hold |
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|
2019
Q2 | $70K | Sell |
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|
2019
Q1 | $64K | Buy |
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|
2018
Q4 | $40K | Buy |
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|
2018
Q3 | $21K | Hold |
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|
2018
Q2 | $18K | Hold |
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|
2018
Q1 | $19K | Buy |
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|
2017
Q4 | $1K | Hold |
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|
2017
Q3 | $1K | Sell |
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|
2017
Q2 | $6K | Buy |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $2K | Buy |
|