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SkyOak Wealth’s Factset FDS Stock Holding History

SkyOak Wealth’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,518
Closed -$396K – 246
2020
Q1 		$396K Hold
1,518
– – 0.2% 118
2019
Q4 		$407K Buy
+1,518
New +$407K 0.13% 194