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Omnia Family Wealth’s Factset FDS Stock Holding History

Omnia Family Wealth’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-12
Closed -$2K – 646
2017
Q2 		$2K Hold
12
– – ﹤0.01% 586
2017
Q1 		$2K Hold
12
– – ﹤0.01% 578
2016
Q4 		$2K Buy
+12
New +$2K ﹤0.01% 587