High Net Worth Advisory Group’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20
| Closed | -$8.02K | – | 317 |
|
|
2022
Q4 | $8.02K | Hold |
20
| – | – | ﹤0.01% | 519 |
|
|
2022
Q3 | $8K | Hold |
20
| – | – | ﹤0.01% | 556 |
|
|
2022
Q2 | $8K | Hold |
20
| – | – | ﹤0.01% | 547 |
|
|
2022
Q1 | $9K | Hold |
20
| – | – | ﹤0.01% | 541 |
|
|
2021
Q4 | $10K | Buy |
+20
| New | +$10K | ﹤0.01% | 537 |
|