Okabena Investment Services’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-144
Closed -$55K 175
2022
Q2
$55K Hold
144
0.03% 131
2022
Q1
$63K Hold
144
0.03% 131
2021
Q4
$70K Buy
+144
New +$70K 0.03% 142