SWK
Stephen W. Kidder’s Factset FDS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-1,550
| Closed | -$299K | – | 91 |
|
2017
Q4 | $299K | Sell |
1,550
-25
| -2% | -$4.82K | 0.11% | 83 |
|
2017
Q3 | $284K | Sell |
1,575
-150
| -9% | -$27K | 0.1% | 84 |
|
2017
Q2 | $286K | Sell |
1,725
-50
| -3% | -$8.29K | 0.11% | 81 |
|
2017
Q1 | $292K | Sell |
1,775
-35
| -2% | -$5.76K | 0.11% | 81 |
|
2016
Q4 | $296K | Hold |
1,810
| – | – | 0.12% | 84 |
|
2016
Q3 | $294K | Sell |
1,810
-40
| -2% | -$6.5K | 0.12% | 83 |
|
2016
Q2 | $299K | Sell |
1,850
-10
| -0.5% | -$1.62K | 0.12% | 89 |
|
2016
Q1 | $282K | Buy |
+1,860
| New | +$282K | 0.11% | 87 |
|