Operose Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-34
| Closed | -$15.6K | – | 512 |
|
|
2024
Q3 | $15.6K | Hold |
34
| – | – | 0.01% | 431 |
|
|
2024
Q2 | $13.9K | Hold |
34
| – | – | ﹤0.01% | 398 |
|
|
2024
Q1 | $15.4K | Hold |
34
| – | – | 0.01% | 427 |
|
|
2023
Q4 | $16.2K | Hold |
34
| – | – | 0.01% | 395 |
|
|
2023
Q3 | $14.9K | Buy |
+34
| New | +$14.9K | 0.01% | 516 |
|