Goodwin Investment Advisory’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-118
| Closed | -$47.3K | – | 135 |
|
|
2022
Q4 | $47.3K | Hold |
118
| – | – | 0.03% | 90 |
|
|
2022
Q3 | $47K | Sell |
118
-7
| -6% | -$2.79K | 0.04% | 86 |
|
|
2022
Q2 | $48.1K | Hold |
125
| – | – | 0.04% | 68 |
|
|
2022
Q1 | $54K | Hold |
125
| – | – | 0.04% | 75 |
|
|
2021
Q4 | $61K | Hold |
125
| – | – | 0.05% | 69 |
|
|
2021
Q3 | $49K | Sell |
125
-139
| -53% | -$54.5K | 0.05% | 71 |
|
|
2021
Q2 | $98K | Buy |
264
+139
| +111% | +$51.6K | 0.11% | 43 |
|
|
2021
Q1 | $39K | Buy |
+125
| New | +$39K | 0.05% | 87 |
|