Patriot Financial Group Insurance Agency’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 |
-85
| Closed | -$9K | – | 918 |
|
|
2022
Q2 | $9K | Sell |
85
-27
| -24% | -$2.86K | ﹤0.01% | 1278 |
|
|
2022
Q1 | $15K | Sell |
112
-111
| -50% | -$14.9K | ﹤0.01% | 1201 |
|
|
2021
Q4 | $40K | Hold |
223
| – | – | 0.01% | 956 |
|
|
2021
Q3 | $31K | Buy |
223
+23
| +12% | +$3.2K | 0.01% | 1030 |
|
|
2021
Q2 | $28K | Hold |
200
| – | – | 0.01% | 1041 |
|
|
2021
Q1 | $24K | Buy |
+200
| New | +$24K | 0.01% | 1021 |
|