Shine Investment Advisory Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $55K | Hold |
|
|||||
|
2020
Q2 | $54K | Sell |
|
|||||
|
2020
Q1 | $54K | Hold |
|
|||||
|
2019
Q4 | $55K | Hold |
|
|||||
|
2019
Q3 | $50K | Hold |
|
|||||
|
2019
Q2 | $59K | Hold |
|
|||||
|
2019
Q1 | $51K | Hold |
|
|||||
|
2018
Q4 | $41K | Hold |
|
|||||
|
2018
Q3 | $46K | Hold |
|
|||||
|
2018
Q2 | $41K | Hold |
|
|||||
|
2018
Q1 | $41K | Hold |
|
|||||
|
2017
Q4 | $40K | Hold |
|
|||||
|
2017
Q3 | $37K | Hold |
|
|||||
|
2017
Q2 | $34K | Buy |
|