Mutual Advisors’s Factset FDS Stock Holding History

Mutual Advisors’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$427K	Buy
2025 Q1	$389K	Buy
2024 Q4	$374K	Sell
2024 Q3	$373K	Buy
2024 Q2	$306K	Buy
2024 Q1	$278K	Buy
2023 Q4	$253K	Buy