Institutional & Family Asset Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.49M | Sell |
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|
2024
Q1 | $4.01M | Sell |
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|
2023
Q4 | $4.34M | Sell |
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|
2023
Q3 | $4.22M | Buy |
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|
2023
Q2 | $3.86M | Buy |
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|
2023
Q1 | $3.98M | Buy |
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|
2022
Q4 | $3.73M | Buy |
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|
2022
Q3 | $3.69M | Buy |
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|
2022
Q2 | $3.45M | Buy |
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|
2022
Q1 | $3.65M | Buy |
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|
2021
Q4 | $4.03M | Sell |
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|
2021
Q3 | $4.31M | Sell |
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|
2021
Q2 | $4.01M | Buy |
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|
2021
Q1 | $2.77M | Buy |
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|
2020
Q4 | $2.76M | Buy |
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|
2020
Q3 | $2.72M | Sell |
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|
2020
Q2 | $3.46M | Sell |
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|
2020
Q1 | $3.04M | Buy |
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|
2019
Q4 | $3.02M | Sell |
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|
2019
Q3 | $2.74M | Sell |
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|
2019
Q2 | $3.37M | Sell |
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|
2019
Q1 | $3.4M | Sell |
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|
2018
Q4 | $2.79M | Sell |
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|
2018
Q3 | $3.44M | Sell |
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|
2018
Q2 | $3.05M | Sell |
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|
2018
Q1 | $3.28M | Sell |
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|
2017
Q4 | $4.08M | Buy |
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|
2017
Q3 | $3.25M | Buy |
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|
2017
Q2 | $2.95M | Buy |
|