Kolinsky Wealth 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
Q4 | $355K | Buy |
|
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|
2024
Q3 | $329K | Buy |
|
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|
2024
Q2 | $292K | Sell |
|
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|
2024
Q1 | $333K | Sell |
|
|||||
|
2023
Q4 | $355K | Buy |
|
|||||
|
2023
Q3 | $279K | Buy |
|
|||||
|
2023
Q2 | $250K | Hold |
|
|||||
|
2023
Q1 | $262K | Buy |
|
|||||
|
2022
Q4 | $253K | Buy |
|
|||||
|
2022
Q3 | $250K | Sell |
|
|||||
|
2022
Q2 | $241K | Hold |
|
|||||
|
2022
Q1 | $272K | Sell |
|
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|
2021
Q4 | $378K | Buy |
|