Waverly Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
4,975
-135
| -3% | -$60.4K | 0.02% | 473 |
|
|
2025
Q1 | $2.32M | Buy |
5,110
+219
| +4% | +$99.6K | 0.03% | 446 |
|
|
2024
Q4 | $2.35M | Sell |
4,891
-68
| -1% | -$32.7K | 0.04% | 349 |
|
|
2024
Q3 | $2.28M | Buy |
4,959
+397
| +9% | +$183K | 0.04% | 311 |
|
|
2024
Q2 | $1.86M | Buy |
+4,562
| New | +$1.86M | 0.04% | 325 |
|