GoalVest Advisory’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03K | Sell |
9
-18
| -67% | -$8.05K | ﹤0.01% | 332 |
|
|
2025
Q1 | $12.3K | Sell |
27
-17
| -39% | -$7.73K | ﹤0.01% | 257 |
|
|
2024
Q4 | $21.1K | Hold |
44
| – | – | 0.01% | 245 |
|
|
2024
Q3 | $20.2K | Hold |
44
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $18K | Hold |
44
| – | – | 0.01% | 246 |
|
|
2024
Q1 | $20K | Hold |
44
| – | – | 0.01% | 270 |
|
|
2023
Q4 | $21K | Hold |
44
| – | – | 0.01% | 201 |
|
|
2023
Q3 | $19.2K | Hold |
44
| – | – | 0.01% | 222 |
|
|
2023
Q2 | $17.6K | Buy |
+44
| New | +$17.6K | 0.01% | 209 |
|