Nancy B. Gardiner’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $443K | Hold |
1,350
| – | – | 0.73% | 48 |
|
|
2020
Q1 | $352K | Hold |
1,350
| – | – | 0.71% | 50 |
|
|
2019
Q4 | $362K | Hold |
1,350
| – | – | 0.58% | 54 |
|
|
2019
Q3 | $328K | Sell |
1,350
-80
| -6% | -$19.4K | 0.56% | 55 |
|
|
2019
Q2 | $410K | Sell |
1,430
-110
| -7% | -$31.5K | 0.67% | 52 |
|
|
2019
Q1 | $382K | Sell |
1,540
-150
| -9% | -$37.2K | 0.65% | 53 |
|
|
2018
Q4 | $338K | Sell |
1,690
-10
| -0.6% | -$2K | 0.69% | 50 |
|
|
2018
Q3 | $380K | Hold |
1,700
| – | – | 0.67% | 50 |
|
|
2018
Q2 | $337K | Sell |
1,700
-100
| -6% | -$19.8K | 1% | 34 |
|
|
2018
Q1 | $359K | Hold |
1,800
| – | – | 1.07% | 33 |
|
|
2017
Q4 | $347K | Hold |
1,800
| – | – | 0.97% | 33 |
|
|
2017
Q3 | $324K | Hold |
1,800
| – | – | 0.6% | 44 |
|
|
2017
Q2 | $299K | Sell |
1,800
-250
| -12% | -$41.5K | 0.61% | 42 |
|
|
2017
Q1 | $338K | Hold |
2,050
| – | – | 0.78% | 39 |
|
|
2016
Q4 | $335K | Hold |
2,050
| – | – | 0.85% | 39 |
|
|
2016
Q3 | $332K | Hold |
2,050
| – | – | 0.85% | 42 |
|
|
2016
Q2 | $331K | Hold |
2,050
| – | – | 1.06% | 40 |
|
|
2016
Q1 | $311K | Hold |
2,050
| – | – | 1.34% | 32 |
|
|
2015
Q4 | $333K | Buy |
+2,050
| New | +$333K | 1.62% | 25 |
|