Moisand Fitzgerald Tamayo’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 |
-8
| Closed | -$3.5K | – | 705 |
|
|
2023
Q3 | $3.5K | Hold |
8
| – | – | ﹤0.01% | 478 |
|
|
2023
Q2 | $3.21K | Hold |
8
| – | – | ﹤0.01% | 462 |
|
|
2023
Q1 | $3.32K | Hold |
8
| – | – | ﹤0.01% | 467 |
|
|
2022
Q4 | $3.21K | Buy |
8
+4
| +100% | +$1.61K | ﹤0.01% | 467 |
|
|
2022
Q3 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 491 |
|