Standard Family Office’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7
| Closed | -$3K | – | 161 |
|
|
2022
Q3 | $3K | Buy |
+7
| New | +$3K | ﹤0.01% | 350 |
|
|
2021
Q3 | – | Sell |
-427
| Closed | -$143K | – | 239 |
|
|
2021
Q2 | $143K | Buy |
427
+270
| +172% | +$90.4K | 0.03% | 181 |
|
|
2021
Q1 | $48K | Hold |
157
| – | – | 0.01% | 266 |
|
|
2020
Q4 | $52K | Buy |
+157
| New | +$52K | 0.01% | 255 |
|