Lee Financial’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$2.39K | – | 398 |
|
|
2023
Q4 | $2.39K | Hold |
5
| – | – | ﹤0.01% | 708 |
|
|
2023
Q3 | $2.19K | Hold |
5
| – | – | ﹤0.01% | 660 |
|
|
2023
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 665 |
|
|
2023
Q1 | $2.08K | Hold |
5
| – | – | ﹤0.01% | 668 |
|
|
2022
Q4 | $2.01K | Hold |
5
| – | – | ﹤0.01% | 691 |
|
|
2022
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 673 |
|
|
2022
Q2 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 688 |
|
|
2018
Q3 | – | Sell |
-30
| Closed | -$6K | – | 547 |
|
|
2018
Q2 | $6K | Hold |
30
| – | – | ﹤0.01% | 592 |
|
|
2018
Q1 | $6K | Buy |
+30
| New | +$6K | ﹤0.01% | 593 |
|