Kore Private Wealth’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-260
| Closed | -$70K | – | 1107 |
|
|
2019
Q4 | $70K | Buy |
+260
| New | +$70K | 0.01% | 432 |
|
|
2019
Q2 | – | Sell |
-52
| Closed | -$13K | – | 420 |
|
|
2019
Q1 | $13K | Buy |
52
+29
| +126% | +$7.25K | ﹤0.01% | 563 |
|
|
2018
Q4 | $5K | Buy |
+23
| New | +$5K | ﹤0.01% | 669 |
|