Sound Income Strategies’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $575 | Sell |
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|
2025
Q2 | $8.16K | Sell |
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|
2025
Q1 | $20.6K | Buy |
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|
2024
Q4 | $6.73K | Buy |
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|
2024
Q3 | $2.3K | Sell |
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|
2024
Q2 | $26.1K | Buy |
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|
2024
Q1 | $10.9K | Buy |
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|
2023
Q4 | $2.38K | Buy |
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|
2023
Q3 | $875 | Sell |
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|
2023
Q2 | $6.01K | Buy |
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|
2023
Q1 | $1.25K | Buy |
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|
2022
Q4 | $802 | Sell |
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|
2022
Q3 | $2K | Buy |
|