Sound Income Strategies’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16K | Sell |
18
-27
| -60% | -$12.2K | ﹤0.01% | 985 |
|
|
2025
Q1 | $20.6K | Buy |
45
+31
| +221% | +$14.2K | ﹤0.01% | 715 |
|
|
2024
Q4 | $6.73K | Buy |
14
+9
| +180% | +$4.33K | ﹤0.01% | 936 |
|
|
2024
Q3 | $2.3K | Sell |
5
-59
| -92% | -$27.2K | ﹤0.01% | 1106 |
|
|
2024
Q2 | $26.1K | Buy |
64
+40
| +167% | +$16.3K | ﹤0.01% | 564 |
|
|
2024
Q1 | $10.9K | Buy |
24
+19
| +380% | +$8.63K | ﹤0.01% | 733 |
|
|
2023
Q4 | $2.39K | Buy |
5
+3
| +150% | +$1.43K | ﹤0.01% | 1026 |
|
|
2023
Q3 | $875 | Sell |
2
-13
| -87% | -$5.69K | ﹤0.01% | 1014 |
|
|
2023
Q2 | $6.01K | Buy |
15
+12
| +400% | +$4.81K | ﹤0.01% | 703 |
|
|
2023
Q1 | $1.25K | Buy |
3
+1
| +50% | +$415 | ﹤0.01% | 908 |
|
|
2022
Q4 | $802 | Sell |
2
-3
| -60% | -$1.2K | ﹤0.01% | 877 |
|
|
2022
Q3 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 699 |
|