Schubert & Co’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-17
| Closed | -$2.27K | – | 556 |
|
2023
Q1 | $2.27K | Hold |
17
| – | – | ﹤0.01% | 852 |
|
2022
Q4 | $2.16K | Sell |
17
-2
| -11% | -$254 | ﹤0.01% | 836 |
|
2022
Q3 | $2K | Buy |
19
+4
| +27% | +$421 | ﹤0.01% | 786 |
|
2022
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 762 |
|