TFO Wealth Partners’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-43
| Closed | -$19.5K | – | 294 |
|
|
2024
Q1 | $19.5K | Hold |
43
| – | – | ﹤0.01% | 78 |
|
|
2023
Q4 | $20.5K | Hold |
43
| – | – | ﹤0.01% | 80 |
|
|
2023
Q3 | $17.2K | Hold |
43
| – | – | ﹤0.01% | 151 |
|
|
2023
Q2 | $17.2K | Hold |
43
| – | – | ﹤0.01% | 142 |
|
|
2023
Q1 | $17.8K | Sell |
43
-37
| -46% | -$15.4K | ﹤0.01% | 101 |
|
|
2022
Q4 | $1.04K | Buy |
+80
| New | +$1.04K | ﹤0.01% | 356 |
|