SeaCrest Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-91
| Closed | -$22K | – | 947 |
|
|
2019
Q1 | $22K | Sell |
91
-125
| -58% | -$30.2K | ﹤0.01% | 1244 |
|
|
2018
Q4 | $43K | Buy |
216
+119
| +123% | +$23.7K | 0.01% | 952 |
|
|
2018
Q3 | $22K | Buy |
97
+1
| +1% | +$227 | ﹤0.01% | 1340 |
|
|
2018
Q2 | $19K | Sell |
96
-1
| -1% | -$198 | ﹤0.01% | 1377 |
|
|
2018
Q1 | $19K | Hold |
97
| – | – | ﹤0.01% | 1347 |
|
|
2017
Q4 | $19K | Buy |
+97
| New | +$19K | ﹤0.01% | 1356 |
|