Veritable’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $425K | Sell |
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|
2023
Q1 | $466K | Buy |
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|
2022
Q4 | $444K | Buy |
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|
2022
Q3 | $354K | Sell |
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|
2022
Q2 | $344K | Sell |
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|
2022
Q1 | $412K | Sell |
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|
2021
Q4 | $564K | Sell |
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|
2021
Q3 | $475K | Buy |
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|
2021
Q2 | $403K | Buy |
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|
2021
Q1 | $368K | Buy |
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|
2020
Q4 | $378K | Hold |
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|
2020
Q3 | $381K | Sell |
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|
2020
Q2 | $374K | Sell |
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|
2020
Q1 | $334K | Buy |
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|
2019
Q4 | $344K | Sell |
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|
2019
Q3 | $323K | Buy |
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|
2019
Q2 | $354K | Buy |
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|
2019
Q1 | $300K | Sell |
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|
2018
Q4 | $242K | Buy |
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|
2018
Q3 | $258K | Buy |
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|
2018
Q2 | $228K | Hold |
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|
2018
Q1 | $229K | Sell |
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|
2017
Q4 | $234K | Sell |
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|
2017
Q3 | $222K | Sell |
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|
2017
Q2 | $453K | Sell |
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|
2017
Q1 | $550K | Sell |
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|
2016
Q4 | $548K | Buy |
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|
2016
Q3 | $364K | Buy |
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|
2016
Q2 | $210K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $238K | Buy |
|