Lindenwold Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
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|
2025
Q1 | $475K | Sell |
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|
2024
Q4 | $510K | Sell |
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|
2024
Q3 | $508K | Buy |
|
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|
2024
Q2 | $449K | Sell |
|
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|
2024
Q1 | $510K | Sell |
|
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|
2023
Q4 | $540K | Sell |
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|
2023
Q3 | $509K | Sell |
|
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|
2023
Q2 | $532K | Sell |
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|
2023
Q1 | $677K | Buy |
|
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|
2022
Q4 | $654K | Sell |
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|
2022
Q3 | $716K | Sell |
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|
2022
Q2 | $691K | Buy |
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|
2022
Q1 | $777K | Buy |
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|
2021
Q4 | $827K | Buy |
|