SkyView Investment Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Buy |
1,809
+48
| +3% | +$21.2K | 0.11% | 151 |
|
|
2025
Q1 | $800K | Buy |
1,761
+99
| +6% | +$45K | 0.12% | 144 |
|
|
2024
Q4 | $798K | Sell |
1,662
-112
| -6% | -$53.8K | 0.13% | 133 |
|
|
2024
Q3 | $816K | Buy |
1,774
+50
| +3% | +$23K | 0.14% | 110 |
|
|
2024
Q2 | $704K | Buy |
1,724
+198
| +13% | +$80.9K | 0.13% | 140 |
|
|
2024
Q1 | $693K | Buy |
+1,526
| New | +$693K | 0.13% | 138 |
|
|
2023
Q4 | – | Sell |
-1,365
| Closed | -$597K | – | 274 |
|
|
2023
Q3 | $597K | Buy |
1,365
+52
| +4% | +$22.7K | 0.24% | 116 |
|
|
2023
Q2 | $526K | Buy |
1,313
+63
| +5% | +$25.2K | 0.13% | 208 |
|
|
2023
Q1 | $519K | Buy |
1,250
+24
| +2% | +$9.97K | 0.12% | 214 |
|
|
2022
Q4 | $492K | Buy |
1,226
+25
| +2% | +$10K | 0.15% | 209 |
|
|
2022
Q3 | $480K | Buy |
1,201
+189
| +19% | +$75.5K | 0.14% | 230 |
|
|
2022
Q2 | $389K | Buy |
1,012
+27
| +3% | +$10.4K | 0.1% | 276 |
|
|
2022
Q1 | $428K | Sell |
985
-34,494
| -97% | -$15M | 0.1% | 270 |
|
|
2021
Q4 | $412K | Buy |
35,479
+34,675
| +4,313% | +$403K | 0.09% | 257 |
|
|
2021
Q3 | $317K | Buy |
804
+731
| +1,001% | +$288K | 0.09% | 258 |
|
|
2021
Q2 | $23K | Hold |
73
| – | – | 0.01% | 227 |
|
|
2021
Q1 | $23K | Buy |
73
+61
| +508% | +$19.2K | 0.01% | 235 |
|
|
2020
Q4 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 251 |
|