Smartleaf Asset Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.6K | Sell |
112
-44
| -28% | -$19.5K | ﹤0.01% | 1170 |
|
|
2025
Q1 | $70.1K | Sell |
156
-49
| -24% | -$22K | 0.01% | 990 |
|
|
2024
Q4 | $98.9K | Buy |
205
+33
| +19% | +$15.9K | 0.01% | 847 |
|
|
2024
Q3 | $78.9K | Buy |
172
+116
| +207% | +$53.2K | 0.01% | 782 |
|
|
2024
Q2 | $23.2K | Buy |
56
+35
| +167% | +$14.5K | ﹤0.01% | 977 |
|
|
2024
Q1 | $9.39K | Buy |
21
+12
| +133% | +$5.37K | ﹤0.01% | 1027 |
|
|
2023
Q4 | $4.29K | Buy |
+9
| New | +$4.29K | ﹤0.01% | 894 |
|