Lloyd Advisory Services’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,545
Closed -$1.11M 211
2023
Q3
$1.11M Buy
+2,545
New +$1.11M 0.37% 57
2022
Q2
Sell
-37
Closed -$16K 232
2022
Q1
$16K Buy
+37
New +$16K 0.01% 367