Smartleaf Asset Management’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$49.6K Sell
2025
Q1
$70.1K Sell
2024
Q4
$98.9K Buy
2024
Q3
$78.9K Buy
2024
Q2
$23.2K Buy
2024
Q1
$9.39K Buy
2023
Q4
$4.29K Buy