IHT Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $319K | Sell |
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|
2024
Q3 | $368K | Buy |
|
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|
2024
Q2 | $273K | Sell |
|
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|
2024
Q1 | $317K | Sell |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $407K | Buy |
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|
2023
Q2 | $289K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $604K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $22 | Hold |
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|
2017
Q1 | $23K | Hold |
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|
2016
Q4 | $23K | Buy |
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