Verity & Verity’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Buy |
1,195
+89
| +8% | +$39.8K | 0.05% | 99 |
|
|
2025
Q1 | $503K | Buy |
1,106
+103
| +10% | +$46.8K | 0.04% | 98 |
|
|
2024
Q4 | $482K | Buy |
1,003
+156
| +18% | +$74.9K | 0.04% | 98 |
|
|
2024
Q3 | $389K | Buy |
847
+91
| +12% | +$41.8K | 0.04% | 90 |
|
|
2024
Q2 | $309K | Buy |
+756
| New | +$309K | 0.03% | 97 |
|