Investors Capital Advisory Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | $1.4M | Sell |
8,646
-143
| -2% | -$23.1K | 0.27% | 86 |
|
2016
Q1 | $1.33M | Sell |
8,789
-380
| -4% | -$57.5K | 0.26% | 95 |
|
2015
Q4 | $1.49M | Buy |
9,169
+101
| +1% | +$16.4K | 0.29% | 73 |
|
2015
Q3 | $1.45M | Buy |
9,068
+308
| +4% | +$49.2K | 0.29% | 75 |
|
2015
Q2 | $1.42M | Buy |
8,760
+72
| +0.8% | +$11.7K | 0.26% | 94 |
|
2015
Q1 | $1.38M | Sell |
8,688
-3
| -0% | -$477 | 0.26% | 103 |
|
2014
Q4 | $1.22M | Sell |
8,691
-183
| -2% | -$25.7K | 0.23% | 118 |
|
2014
Q3 | $1.08M | Sell |
8,874
-8,289
| -48% | -$1.01M | 0.21% | 131 |
|
2014
Q2 | $2.06M | Buy |
17,163
+8,506
| +98% | +$1.02M | 0.33% | 69 |
|
2014
Q1 | $933K | Sell |
8,657
-2,019
| -19% | -$218K | 0.2% | 146 |
|
2013
Q4 | $1.16M | Buy |
10,676
+1,837
| +21% | +$199K | 0.27% | 106 |
|
2013
Q3 | $963K | Sell |
8,839
-169
| -2% | -$18.4K | 0.25% | 112 |
|
2013
Q2 | $918K | Buy |
+9,008
| New | +$918K | 0.28% | 99 |
|