Shine Investment Advisory Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $55K | Hold |
165
| – | – | 0.02% | 278 |
|
|
2020
Q2 | $54K | Sell |
165
-41
| -20% | -$13.4K | 0.02% | 273 |
|
|
2020
Q1 | $54K | Hold |
206
| – | – | 0.03% | 255 |
|
|
2019
Q4 | $55K | Hold |
206
| – | – | 0.02% | 299 |
|
|
2019
Q3 | $50K | Hold |
206
| – | – | 0.02% | 306 |
|
|
2019
Q2 | $59K | Hold |
206
| – | – | 0.03% | 271 |
|
|
2019
Q1 | $51K | Hold |
206
| – | – | 0.02% | 297 |
|
|
2018
Q4 | $41K | Hold |
206
| – | – | 0.02% | 311 |
|
|
2018
Q3 | $46K | Hold |
206
| – | – | 0.02% | 316 |
|
|
2018
Q2 | $41K | Hold |
206
| – | – | 0.02% | 345 |
|
|
2018
Q1 | $41K | Hold |
206
| – | – | 0.02% | 342 |
|
|
2017
Q4 | $40K | Hold |
206
| – | – | 0.02% | 342 |
|
|
2017
Q3 | $37K | Hold |
206
| – | – | 0.02% | 353 |
|
|
2017
Q2 | $34K | Buy |
+206
| New | +$34K | 0.02% | 346 |
|