Ruedi Wealth Management’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 |
-10
| Closed | -$4.55K | – | 155 |
|
|
2025
Q1 | $4.55K | Hold |
10
| – | – | ﹤0.01% | 220 |
|
|
2024
Q4 | $4.8K | Hold |
10
| – | – | ﹤0.01% | 215 |
|
|
2024
Q3 | $4.6K | Hold |
10
| – | – | ﹤0.01% | 221 |
|
|
2024
Q2 | $4.08K | Hold |
10
| – | – | ﹤0.01% | 271 |
|
|
2024
Q1 | $4.54K | Hold |
10
| – | – | ﹤0.01% | 203 |
|
|
2023
Q4 | $4.77K | Buy |
+10
| New | +$4.77K | ﹤0.01% | 172 |
|