Sanctuary Advisors’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$8.07M Sell
17,102
-699
-4% -$330K 0.05% 372
2024
Q3
$8.68M Sell
17,801
-5,291
-23% -$2.58M 0.06% 348
2024
Q2
$9.73M Buy
+23,092
New +$9.73M 0.07% 293