Reilly Financial Advisors’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$11K Buy
2018
Q3
Sell
2018
Q2
$10K Sell
2018
Q1
$34K Sell
2017
Q4
$343K Sell
2017
Q3
$10.9M Buy
2017
Q2
$9.92M Buy
2017
Q1
$9.51M Buy
2016
Q4
$9.27M Buy