Independent Portfolio Consultants’s Factset FDS Stock Holding History

Independent Portfolio Consultants’s Portfolio FDS Stock Details FDS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$336K	Buy
2016 Q3	–	Sell
2016 Q2	$10K	Sell
2016 Q1	$11K	Hold
2015 Q4	$11K	Hold
2015 Q3	$11K	Hold
2015 Q2	$11K	Buy
2014 Q1	–	Sell
2013 Q4	$546K	Buy
2013 Q3	$414K	Hold
2013 Q2	$387K	Buy