Toth Financial Advisory’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58K | Hold |
8
| – | – | ﹤0.01% | 578 |
|
|
2025
Q1 | $3.64K | Hold |
8
| – | – | ﹤0.01% | 538 |
|
|
2024
Q4 | $3.84K | Hold |
8
| – | – | ﹤0.01% | 531 |
|
|
2024
Q3 | $3.68K | Hold |
8
| – | – | ﹤0.01% | 539 |
|
|
2024
Q2 | $3.27K | Hold |
8
| – | – | ﹤0.01% | 556 |
|
|
2024
Q1 | $3.64K | Hold |
8
| – | – | ﹤0.01% | 547 |
|
|
2023
Q4 | $3.82K | Hold |
8
| – | – | ﹤0.01% | 555 |
|
|
2023
Q3 | $3.5K | Hold |
8
| – | – | ﹤0.01% | 575 |
|
|
2023
Q2 | $3.21K | Hold |
8
| – | – | ﹤0.01% | 587 |
|
|
2023
Q1 | $3.32K | Hold |
8
| – | – | ﹤0.01% | 585 |
|
|
2022
Q4 | $3.21K | Hold |
8
| – | – | ﹤0.01% | 539 |
|
|
2022
Q3 | $3K | Buy |
+8
| New | +$3K | ﹤0.01% | 590 |
|