Simon Quick Advisors’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 |
-17
| Closed | -$4K | – | 514 |
|
|
2019
Q1 | $4K | Hold |
17
| – | – | ﹤0.01% | 365 |
|
|
2018
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 303 |
|
|
2018
Q3 | $4K | Hold |
17
| – | – | ﹤0.01% | 268 |
|
|
2018
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 310 |
|
|
2018
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 276 |
|
|
2017
Q4 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 387 |
|