Retirement Group’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-29
| Closed | -$11K | – | 586 |
|
|
2022
Q2 | $11K | Hold |
29
| – | – | ﹤0.01% | 425 |
|
|
2022
Q1 | $13K | Buy |
29
+6
| +26% | +$2.69K | 0.01% | 413 |
|
|
2021
Q4 | $11K | Buy |
+23
| New | +$11K | ﹤0.01% | 408 |
|
|
2020
Q3 | – | Sell |
-6
| Closed | -$2K | – | 673 |
|
|
2020
Q2 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 540 |
|
|
2019
Q4 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 531 |
|