Tyler-Stone Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-81
| Closed | -$33.1K | – | 496 |
|
|
2024
Q2 | $33.1K | Hold |
81
| – | – | 0.01% | 427 |
|
|
2024
Q1 | $36.8K | Hold |
81
| – | – | 0.02% | 412 |
|
|
2023
Q4 | $38.6K | Hold |
81
| – | – | 0.02% | 393 |
|
|
2023
Q3 | $35K | Hold |
81
| – | – | 0.02% | 386 |
|
|
2023
Q2 | $32K | Buy |
+81
| New | +$32K | 0.02% | 405 |
|
|
2022
Q4 | $32K | Hold |
81
| – | – | 0.02% | 374 |
|
|
2022
Q3 | $32K | Hold |
81
| – | – | 0.02% | 356 |
|
|
2022
Q2 | $31K | Hold |
81
| – | – | 0.02% | 380 |
|
|
2022
Q1 | $35K | Buy |
81
+7
| +9% | +$3.03K | 0.02% | 390 |
|
|
2021
Q4 | $36K | Buy |
+74
| New | +$36K | 0.02% | 405 |
|