NewEdge Wealth’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.44M | Sell |
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|
2025
Q2 | $2.78M | Buy |
|
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|
2025
Q1 | $2.29M | Sell |
|
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|
2024
Q4 | $2.66M | Sell |
|
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|
2024
Q3 | $2.96M | Buy |
|
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|
2024
Q2 | $2.26M | Sell |
|
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|
2024
Q1 | $2.35M | Sell |
|
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|
2023
Q4 | $2.66M | Sell |
|
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|
2023
Q3 | $2.46M | Sell |
|
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|
2023
Q2 | $2.28M | Buy |
|
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|
2023
Q1 | $2.35M | Sell |
|
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|
2022
Q4 | $2.47M | Buy |
|
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|
2022
Q3 | $2.43M | Buy |
|
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|
2022
Q2 | $2.23M | Buy |
|
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|
2022
Q1 | $1.72M | Sell |
|
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|
2021
Q4 | $2.46M | Hold |
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|
2021
Q3 | $2M | Buy |
|
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|
2021
Q2 | $1.69M | Buy |
|
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|
2021
Q1 | $1.41M | Buy |
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|
2020
Q4 | $735K | Buy |
|