MinichMacGregor Wealth Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-20
| Closed | -$4K | – | 221 |
|
|
2018
Q3 | $4K | Buy |
20
+11
| +122% | +$2.2K | ﹤0.01% | 404 |
|
|
2018
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 480 |
|
|
2018
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 461 |
|
|
2017
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 453 |
|
|
2017
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 428 |
|
|
2017
Q2 | $1K | Buy |
9
+1
| +13% | +$111 | ﹤0.01% | 422 |
|
|
2017
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 414 |
|
|
2016
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 414 |
|
|
2016
Q3 | $1K | Sell |
8
-1
| -11% | -$125 | ﹤0.01% | 409 |
|
|
2016
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 392 |
|
|
2016
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 378 |
|