Truvvo Partners’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,018
| Closed | -$342K | – | 129 |
|
|
2017
Q2 | $342K | Sell |
2,018
-638
| -24% | -$108K | 0.12% | 111 |
|
|
2017
Q1 | $438K | Sell |
2,656
-14
| -0.5% | -$2.31K | 0.2% | 92 |
|
|
2016
Q4 | $436 | Buy |
2,670
+1,228
| +85% | +$201 | 0.15% | 103 |
|
|
2016
Q3 | $234K | Buy |
+1,442
| New | +$234K | 0.11% | 117 |
|