Wealthcare Advisory Partners’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-17
| Closed | -$5K | – | 968 |
|
|
2021
Q1 | $5K | Buy |
+17
| New | +$5K | ﹤0.01% | 1643 |
|
|
2018
Q4 | – | Sell |
-45
| Closed | -$10K | – | 1219 |
|
|
2018
Q3 | $10K | Hold |
45
| – | – | ﹤0.01% | 838 |
|
|
2018
Q2 | $9K | Hold |
45
| – | – | ﹤0.01% | 858 |
|
|
2018
Q1 | $9K | Sell |
45
-37
| -45% | -$7.4K | ﹤0.01% | 745 |
|
|
2017
Q4 | $16K | Buy |
+82
| New | +$16K | ﹤0.01% | 577 |
|