Sargent Bickham Lagudis’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-30
| Closed | -$9K | – | 946 |
|
|
2021
Q1 | $9K | Buy |
+30
| New | +$9K | ﹤0.01% | 716 |
|
|
2019
Q2 | – | Sell |
-16
| Closed | -$4K | – | 770 |
|
|
2019
Q1 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 709 |
|
|
2018
Q2 | – | Sell |
-8
| Closed | -$2K | – | 764 |
|
|
2018
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 725 |
|
|
2017
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 750 |
|
|
2017
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 785 |
|
|
2017
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 745 |
|