Motley Fool Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-26,400
| Closed | -$4.76M | – | 151 |
|
|
2017
Q3 | $4.76M | Buy |
26,400
+1,232
| +5% | +$222K | 0.41% | 71 |
|
|
2017
Q2 | $4.18M | Buy |
25,168
+3,172
| +14% | +$527K | 0.38% | 79 |
|
|
2017
Q1 | $3.63M | Buy |
21,996
+973
| +5% | +$160K | 0.35% | 85 |
|
|
2016
Q4 | $3.44M | Buy |
21,023
+751
| +4% | +$123K | 0.37% | 84 |
|
|
2016
Q3 | $3.29M | Buy |
20,272
+5,343
| +36% | +$866K | 0.35% | 82 |
|
|
2016
Q2 | $2.41M | Buy |
14,929
+766
| +5% | +$124K | 0.26% | 107 |
|
|
2016
Q1 | $2.15M | Buy |
14,163
+1,110
| +9% | +$168K | 0.25% | 106 |
|
|
2015
Q4 | $2.12M | Buy |
+13,053
| New | +$2.12M | 0.25% | 109 |
|