Tradition Wealth Management’s Factset FDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9	Closed	-$4K	–	1297
2023 Q3	$4K	Hold	9	–	–	﹤0.01%	1228
2023 Q2	$4K	Buy	+9	New	+$4K	﹤0.01%	1263