NewSquare Capital’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $895 | Sell |
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|
2025
Q1 | $4.55K | Buy |
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|
2024
Q4 | $480 | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.67M | Sell |
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|
2022
Q3 | $2.75M | Buy |
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|
2018
Q1 | – | Hold |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3K | Hold |
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|
2017
Q2 | $3K | Hold |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $2K | Hold |
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|
2016
Q2 | $2K | Buy |
|