Pathstone Family Office’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $745K | Buy |
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|
2023
Q1 | $396K | Sell |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $466K | Buy |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $269K | Buy |
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|
2021
Q2 | $201K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2K | Buy |
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