Stephens Consulting’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448 | Buy |
+1
| New | +$448 | ﹤0.01% | 922 |
|
|
2025
Q1 | – | Sell |
-27
| Closed | -$13K | – | 1524 |
|
|
2024
Q4 | $13K | Hold |
27
| – | – | ﹤0.01% | 319 |
|
|
2024
Q3 | $12.4K | Sell |
27
-6
| -18% | -$2.76K | ﹤0.01% | 312 |
|
|
2024
Q2 | $13.5K | Buy |
+33
| New | +$13.5K | ﹤0.01% | 305 |
|