Impact Partnership Wealth’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,486
| Closed | -$494K | – | 306 |
|
|
2024
Q3 | $494K | Sell |
2,486
-45
| -2% | -$8.94K | 0.11% | 114 |
|
|
2024
Q2 | $490K | Buy |
2,531
+1,216
| +92% | +$236K | 0.13% | 107 |
|
|
2024
Q1 | $287K | Buy |
1,315
+21
| +2% | +$4.59K | 0.11% | 127 |
|
|
2023
Q4 | $250K | Sell |
1,294
-588
| -31% | -$114K | 0.09% | 143 |
|
|
2023
Q3 | $310K | Buy |
1,882
+1,855
| +6,870% | +$305K | 0.1% | 123 |
|
|
2023
Q2 | $4.25K | Buy |
+27
| New | +$4.25K | ﹤0.01% | 527 |
|