Greenwood Capital Associates’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,218
| Closed | -$481K | – | 220 |
|
|
2021
Q3 | $481K | Sell |
1,218
-38
| -3% | -$15K | 0.07% | 179 |
|
|
2021
Q2 | $422K | Buy |
1,256
+35
| +3% | +$11.8K | 0.06% | 190 |
|
|
2021
Q1 | $377K | Buy |
1,221
+17
| +1% | +$5.25K | 0.06% | 189 |
|
|
2020
Q4 | $400K | Buy |
1,204
+517
| +75% | +$172K | 0.07% | 174 |
|
|
2020
Q3 | $230K | Buy |
+687
| New | +$230K | 0.04% | 176 |
|