Sarah T. Connolly’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $490K | Sell |
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|
2023
Q2 | $475K | Hold |
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|
2023
Q1 | $492K | Sell |
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|
2022
Q4 | $516K | Sell |
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|
2022
Q3 | $532K | Sell |
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|
2022
Q2 | $535K | Sell |
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|
2022
Q1 | $612K | Hold |
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|
2021
Q4 | $685K | Buy |
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|
2021
Q3 | $513K | Sell |
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|
2021
Q2 | $446K | Hold |
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|
2021
Q1 | $410K | Sell |
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|
2020
Q4 | $452K | Buy |
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