Palladiem’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,167
| Closed | -$240K | – | 53 |
|
|
2022
Q2 | $240K | Hold |
2,167
| – | – | 0.24% | 43 |
|
|
2022
Q1 | $291K | Hold |
2,167
| – | – | 0.26% | 38 |
|
|
2021
Q4 | $389K | Hold |
2,167
| – | – | 0.31% | 37 |
|
|
2021
Q3 | $302K | Sell |
2,167
-795
| -27% | -$111K | 0.24% | 39 |
|
|
2021
Q2 | $413K | Hold |
2,962
| – | – | 0.33% | 40 |
|
|
2021
Q1 | $356K | Buy |
+2,962
| New | +$356K | 0.31% | 36 |
|