Piedmont Investment Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-6,123
| Closed | -$1.6M | – | 245 |
|
2020
Q1 | $1.6M | Buy |
6,123
+496
| +9% | +$129K | 0.06% | 236 |
|
2019
Q4 | $1.51M | Sell |
5,627
-573
| -9% | -$154K | 0.05% | 245 |
|
2019
Q3 | $1.51M | Sell |
6,200
-238
| -4% | -$57.8K | 0.06% | 239 |
|
2019
Q2 | $1.85M | Buy |
6,438
+2,679
| +71% | +$768K | 0.07% | 216 |
|
2019
Q1 | $933K | Buy |
3,759
+44
| +1% | +$10.9K | 0.04% | 314 |
|
2018
Q4 | $743K | Buy |
3,715
+1,008
| +37% | +$202K | 0.04% | 333 |
|
2018
Q3 | $606K | Buy |
+2,707
| New | +$606K | 0.03% | 442 |
|