Regal Investment Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-47
| Closed | -$7K | – | 958 |
|
|
2015
Q1 | $7K | Hold |
47
| – | – | ﹤0.01% | 754 |
|
|
2014
Q4 | $7K | Sell |
47
-92
| -66% | -$13.7K | ﹤0.01% | 687 |
|
|
2014
Q3 | $17K | Sell |
139
-658
| -83% | -$80.5K | 0.01% | 586 |
|
|
2014
Q2 | $96K | Sell |
797
-17,850
| -96% | -$2.15M | 0.03% | 287 |
|
|
2014
Q1 | $2.01M | Buy |
18,647
+6,020
| +48% | +$649K | 0.85% | 39 |
|
|
2013
Q4 | $1.37M | Buy |
12,627
+2,158
| +21% | +$234K | 0.79% | 48 |
|
|
2013
Q3 | $1.14M | Sell |
10,469
-485
| -4% | -$52.9K | 0.67% | 49 |
|
|
2013
Q2 | $1.12M | Buy |
+10,954
| New | +$1.12M | 0.62% | 49 |
|