Mirabella Financial 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 | $441K | Sell |
982
-2,522
| -72% | -$1.13M | 0.05% | 194 |
|
|
2025
Q1 | $1.6M | Buy |
3,504
+505
| +17% | +$230K | 0.06% | 175 |
|
|
2024
Q4 | $1.44M | Buy |
+2,999
| New | +$1.44M | 0.13% | 128 |
|
|
2024
Q3 | – | Sell |
-4,046
| Closed | -$1.65M | – | 273 |
|
|
2024
Q2 | $1.65M | Buy |
+4,046
| New | +$1.65M | 0.12% | 90 |
|
|
2022
Q3 | – | Sell |
-1,003
| Closed | -$386K | – | 413 |
|
|
2022
Q2 | $386K | Sell |
1,003
-3,865
| -79% | -$1.49M | 0.04% | 292 |
|
|
2022
Q1 | $2.11M | Buy |
+4,868
| New | +$2.11M | 0.24% | 80 |
|
|
2021
Q4 | – | Sell |
-660
| Closed | -$261K | – | 476 |
|
|
2021
Q3 | $261K | Sell |
660
-228
| -26% | -$90.2K | 0.03% | 344 |
|
|
2021
Q2 | $298K | Sell |
888
-1,738
| -66% | -$583K | 0.05% | 207 |
|
|
2021
Q1 | $810K | Buy |
+2,626
| New | +$810K | 0.25% | 97 |
|
|
2020
Q4 | – | Sell |
-614
| Closed | -$206K | – | 366 |
|
|
2020
Q3 | $206K | Buy |
+614
| New | +$206K | 0.03% | 274 |
|