Kapitalo Investimentos’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-43
| Closed | -$20.7K | – | 176 |
|
|
2024
Q4 | $20.7K | Buy |
+43
| New | +$20.7K | 0.01% | 254 |
|
|
2024
Q1 | – | Sell |
-350
| Closed | -$167K | – | 363 |
|
|
2023
Q4 | $167K | Buy |
350
+86
| +33% | +$41K | 0.03% | 310 |
|
|
2023
Q3 | $115K | Buy |
264
+185
| +234% | +$80.9K | 0.02% | 381 |
|
|
2023
Q2 | $31.7K | Buy |
+79
| New | +$31.7K | 0.01% | 427 |
|