Strategic Wealth Partners’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.12K | Buy |
+18
| New | +$8.12K | ﹤0.01% | 817 |
|
|
2024
Q2 | – | Sell |
-1,796
| Closed | -$816K | – | 295 |
|
|
2024
Q1 | $816K | Buy |
1,796
+136
| +8% | +$61.8K | 0.09% | 152 |
|
|
2023
Q4 | $792K | Sell |
1,660
-4,900
| -75% | -$2.34M | 0.1% | 146 |
|
|
2023
Q3 | $2.87M | Buy |
6,560
+2,520
| +62% | +$1.1M | 0.38% | 76 |
|
|
2023
Q2 | $1.62M | Buy |
+4,040
| New | +$1.62M | 0.21% | 123 |
|