Patriot Financial Group Insurance Agency’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4
| Closed | -$2K | – | 912 |
|
|
2022
Q2 | $2K | Hold |
4
| – | – | ﹤0.01% | 1746 |
|
|
2022
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 1842 |
|
|
2021
Q4 | $2K | Hold |
4
| – | – | ﹤0.01% | 1931 |
|
|
2021
Q3 | $2K | Hold |
4
| – | – | ﹤0.01% | 1934 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1973 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1871 |
|
|
2020
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1740 |
|
|
2020
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1542 |
|
|
2020
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1510 |
|
|
2020
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1425 |
|
|
2018
Q1 | – | Sell |
-16
| Closed | -$3K | – | 959 |
|
|
2017
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 810 |
|
|
2017
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 774 |
|
|
2017
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 764 |
|
|
2017
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 698 |
|
|
2016
Q4 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 635 |
|