GoalVest Advisory’s Factset FDS Stock Holding History

GoalVest Advisory’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.58K	Hold
2025 Q2	$4.03K	Sell
2025 Q1	$12.3K	Sell
2024 Q4	$21.1K	Hold
2024 Q3	$20.2K	Hold
2024 Q2	$18K	Hold
2024 Q1	$20K	Hold
2023 Q4	$21K	Hold
2023 Q3	$19.2K	Hold
2023 Q2	$17.6K	Buy