PSI Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $909 | Hold |
|
|||||
|
2024
Q4 | $961 | Hold |
|
|||||
|
2024
Q3 | $920 | Hold |
|
|||||
|
2024
Q2 | $817 | Hold |
|
|||||
|
2024
Q1 | $909 | Hold |
|
|||||
|
2023
Q4 | $954 | Hold |
|
|||||
|
2023
Q3 | $875 | Hold |
|
|||||
|
2023
Q2 | $801 | Hold |
|
|||||
|
2023
Q1 | $830 | Hold |
|
|||||
|
2022
Q4 | $802 | Hold |
|
|||||
|
2022
Q3 | $1K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $1K | Hold |
|
|||||
|
2021
Q4 | $1K | Buy |
|