Squar Milner Financial Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-399
| Closed | -$104K | – | 388 |
|
|
2020
Q1 | $104K | Buy |
399
+47
| +13% | +$12.3K | 0.06% | 252 |
|
|
2019
Q4 | $94K | Buy |
+352
| New | +$94K | 0.05% | 336 |
|
|
2019
Q3 | – | Sell |
-8
| Closed | -$2K | – | 386 |
|
|
2019
Q2 | $2K | Sell |
8
-19
| -70% | -$4.75K | ﹤0.01% | 733 |
|
|
2019
Q1 | $6K | Hold |
27
| – | – | ﹤0.01% | 622 |
|
|
2018
Q4 | $5K | Hold |
27
| – | – | ﹤0.01% | 556 |
|
|
2018
Q3 | $6K | Hold |
27
| – | – | 0.01% | 573 |
|
|
2018
Q2 | $5K | Buy |
+27
| New | +$5K | ﹤0.01% | 692 |
|