Paces Ferry Wealth Advisors’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 | $233K | Sell |
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|
2025
Q1 | $251K | Sell |
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|
2024
Q4 | $268K | Sell |
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|
2024
Q3 | $271K | Sell |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $275K | Sell |
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|
2023
Q4 | $305K | Sell |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $262K | Buy |
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $269K | Hold |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $330K | Sell |
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|
2021
Q3 | $281K | Sell |
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|
2021
Q2 | $242K | Sell |
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|
2021
Q1 | $226K | Buy |
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|
2020
Q4 | $242K | Sell |
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|
2020
Q3 | $267K | Buy |
|