IEQ Capital’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $14.7M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $1.04M | Buy |
|
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|
2024
Q2 | $870K | Buy |
|
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $369K | Buy |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $336K | Buy |
|