Highline Wealth Partners’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79K | Sell |
4
-4
| -50% | -$1.79K | ﹤0.01% | 652 |
|
|
2025
Q1 | $3.64K | Buy |
8
+5
| +167% | +$2.27K | ﹤0.01% | 507 |
|
|
2024
Q4 | $1.44K | Hold |
3
| – | – | ﹤0.01% | 489 |
|
|
2024
Q3 | $1.38K | Hold |
3
| – | – | ﹤0.01% | 486 |
|
|
2024
Q2 | $1.23K | Hold |
3
| – | – | ﹤0.01% | 442 |
|
|
2024
Q1 | $1.36K | Hold |
3
| – | – | ﹤0.01% | 350 |
|
|
2023
Q4 | $1.43K | Hold |
3
| – | – | ﹤0.01% | 321 |
|
|
2023
Q3 | $1.31K | Hold |
3
| – | – | ﹤0.01% | 297 |
|
|
2023
Q2 | $1.2K | Hold |
3
| – | – | ﹤0.01% | 259 |
|
|
2023
Q1 | $1.25K | Hold |
3
| – | – | ﹤0.01% | 256 |
|
|
2022
Q4 | $1.2K | Hold |
3
| – | – | ﹤0.01% | 255 |
|
|
2022
Q3 | $1.2K | Buy |
+3
| New | +$1.2K | ﹤0.01% | 248 |
|