Meeder Advisory Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Buy |
989
+47
| +5% | +$21K | 0.02% | 405 |
|
|
2025
Q1 | $428K | Sell |
942
-29
| -3% | -$13.2K | 0.03% | 387 |
|
|
2024
Q4 | $466K | Sell |
971
-7
| -0.7% | -$3.36K | 0.03% | 365 |
|
|
2024
Q3 | $450K | Sell |
978
-21
| -2% | -$9.66K | 0.03% | 362 |
|
|
2024
Q2 | $408K | Buy |
999
+152
| +18% | +$62.1K | 0.03% | 355 |
|
|
2024
Q1 | $385K | Sell |
847
-3
| -0.4% | -$1.36K | 0.04% | 314 |
|
|
2023
Q4 | $405K | Buy |
850
+38
| +5% | +$18.1K | 0.05% | 294 |
|
|
2023
Q3 | $355K | Sell |
812
-71
| -8% | -$31K | 0.04% | 305 |
|
|
2023
Q2 | $354K | Sell |
883
-72
| -8% | -$28.8K | 0.04% | 335 |
|
|
2023
Q1 | $396K | Sell |
955
-78
| -8% | -$32.4K | 0.05% | 318 |
|
|
2022
Q4 | $414K | Buy |
+1,033
| New | +$414K | 0.05% | 294 |
|