Gradient Investments’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9
| Closed | -$4.29K | – | 1428 |
|
|
2023
Q4 | $4.29K | Hold |
9
| – | – | ﹤0.01% | 1032 |
|
|
2023
Q3 | $3.94K | Buy |
9
+6
| +200% | +$2.62K | ﹤0.01% | 1007 |
|
|
2023
Q2 | $1.2K | Sell |
3
-16
| -84% | -$6.41K | ﹤0.01% | 1301 |
|
|
2023
Q1 | $7.89K | Hold |
19
| – | – | ﹤0.01% | 859 |
|
|
2022
Q4 | $7.62K | Buy |
+19
| New | +$7.62K | ﹤0.01% | 859 |
|
|
2016
Q4 | – | Sell |
-13
| Closed | -$2K | – | 744 |
|
|
2016
Q3 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 612 |
|
|
2015
Q2 | – | Sell |
-64
| Closed | -$10K | – | 651 |
|
|
2015
Q1 | $10K | Buy |
+64
| New | +$10K | ﹤0.01% | 406 |
|