Mutual 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 | $427K | Buy |
1,019
+103
| +11% | +$43.2K | 0.01% | 853 |
|
|
2025
Q1 | $389K | Buy |
916
+103
| +13% | +$43.7K | 0.01% | 811 |
|
|
2024
Q4 | $374K | Sell |
813
-4
| -0.5% | -$1.84K | 0.01% | 812 |
|
|
2024
Q3 | $373K | Buy |
817
+73
| +10% | +$33.3K | 0.01% | 811 |
|
|
2024
Q2 | $306K | Buy |
744
+133
| +22% | +$54.7K | 0.01% | 873 |
|
|
2024
Q1 | $278K | Buy |
611
+81
| +15% | +$36.8K | 0.01% | 893 |
|
|
2023
Q4 | $253K | Buy |
+530
| New | +$253K | 0.01% | 877 |
|