PSI Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$909 | – | 291 |
|
|
2025
Q1 | $909 | Hold |
2
| – | – | ﹤0.01% | 652 |
|
|
2024
Q4 | $961 | Hold |
2
| – | – | ﹤0.01% | 782 |
|
|
2024
Q3 | $920 | Hold |
2
| – | – | ﹤0.01% | 785 |
|
|
2024
Q2 | $817 | Hold |
2
| – | – | ﹤0.01% | 768 |
|
|
2024
Q1 | $909 | Hold |
2
| – | – | ﹤0.01% | 708 |
|
|
2023
Q4 | $954 | Hold |
2
| – | – | ﹤0.01% | 772 |
|
|
2023
Q3 | $875 | Hold |
2
| – | – | ﹤0.01% | 746 |
|
|
2023
Q2 | $801 | Hold |
2
| – | – | ﹤0.01% | 745 |
|
|
2023
Q1 | $830 | Hold |
2
| – | – | ﹤0.01% | 686 |
|
|
2022
Q4 | $802 | Hold |
2
| – | – | ﹤0.01% | 684 |
|
|
2022
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 685 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | -$1K | – | 793 |
|
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 667 |
|
|
2021
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 710 |
|