San Francisco Sentry Investment Group’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $7K | Hold |
21
| – | – | ﹤0.01% | 544 |
|
|
2021
Q1 | $6K | Hold |
21
| – | – | ﹤0.01% | 588 |
|
|
2020
Q4 | $7K | Hold |
21
| – | – | ﹤0.01% | 534 |
|
|
2020
Q3 | $7K | Hold |
21
| – | – | ﹤0.01% | 504 |
|
|
2020
Q2 | $7K | Hold |
21
| – | – | ﹤0.01% | 502 |
|
|
2020
Q1 | $5K | Hold |
21
| – | – | ﹤0.01% | 551 |
|
|
2019
Q4 | $6K | Hold |
21
| – | – | ﹤0.01% | 610 |
|
|
2019
Q3 | $5K | Hold |
21
| – | – | ﹤0.01% | 621 |
|
|
2019
Q2 | $6K | Hold |
21
| – | – | ﹤0.01% | 607 |
|
|
2019
Q1 | $5K | Sell |
21
-61
| -74% | -$14.5K | ﹤0.01% | 635 |
|
|
2018
Q4 | $16K | Hold |
82
| – | – | 0.01% | 501 |
|
|
2018
Q3 | $18K | Hold |
82
| – | – | 0.01% | 507 |
|
|
2018
Q2 | $16K | Sell |
82
-9
| -10% | -$1.76K | 0.01% | 523 |
|
|
2018
Q1 | $18K | Hold |
91
| – | – | 0.01% | 604 |
|
|
2017
Q4 | $18K | Buy |
91
+30
| +49% | +$5.93K | 0.01% | 592 |
|
|
2017
Q3 | $11K | Buy |
+61
| New | +$11K | ﹤0.01% | 625 |
|