Prospera Financial Services’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,694
| Closed | -$360K | – | 1030 |
|
|
2023
Q1 | $360K | Buy |
2,694
+176
| +7% | +$23.5K | 0.01% | 718 |
|
|
2022
Q4 | $320K | Buy |
2,518
+286
| +13% | +$36.3K | 0.02% | 675 |
|
|
2022
Q3 | $230K | Buy |
+2,232
| New | +$230K | 0.01% | 736 |
|
|
2022
Q2 | – | Sell |
-278
| Closed | -$37K | – | 1940 |
|
|
2022
Q1 | $37K | Buy |
+278
| New | +$37K | ﹤0.01% | 1496 |
|