Seven Springs Wealth Group’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-612
| Closed | -$242K | – | 69 |
|
|
2021
Q3 | $242K | Hold |
612
| – | – | 0.12% | 68 |
|
|
2021
Q2 | $205K | Buy |
+612
| New | +$205K | 0.09% | 76 |
|
|
2021
Q1 | – | Sell |
-17
| Closed | -$6K | – | 171 |
|
|
2020
Q4 | $6K | Buy |
+17
| New | +$6K | ﹤0.01% | 125 |
|
|
2020
Q2 | – | Sell |
-81
| Closed | -$21K | – | 139 |
|
|
2020
Q1 | $21K | Buy |
+81
| New | +$21K | 0.01% | 91 |
|