Moneta Group Investment Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
690
+8
| +1% | +$3.58K | ﹤0.01% | 557 |
|
|
2025
Q1 | $310K | Buy |
682
+125
| +22% | +$56.8K | ﹤0.01% | 520 |
|
|
2024
Q4 | $268K | Buy |
557
+72
| +15% | +$34.6K | ﹤0.01% | 561 |
|
|
2024
Q3 | $223K | Buy |
+485
| New | +$223K | ﹤0.01% | 596 |
|
|
2024
Q2 | – | Sell |
-486
| Closed | -$221K | – | 614 |
|
|
2024
Q1 | $221K | Sell |
486
-30
| -6% | -$13.6K | ﹤0.01% | 559 |
|
|
2023
Q4 | $246K | Sell |
516
-11
| -2% | -$5.25K | ﹤0.01% | 489 |
|
|
2023
Q3 | $230K | Buy |
+527
| New | +$230K | 0.01% | 460 |
|
|
2015
Q4 | – | Sell |
-52
| Closed | -$8K | – | 237 |
|
|
2015
Q3 | $8K | Buy |
+52
| New | +$8K | ﹤0.01% | 442 |
|