SW
FDS icon

SteelPeak Wealth’s Factset FDS Stock Holding History

SteelPeak Wealth’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,118
Closed -$974K – 502
2024
Q3 		$974K Sell
2,118
-511
-19% -$235K 0.04% 227
2024
Q2 		$1.07M Buy
2,629
+1,506
+134% +$615K 0.05% 214
2024
Q1 		$510K Buy
+1,123
New +$510K 0.03% 285