Wealthfront’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-219
| Closed | -$35K | – | 531 |
|
|
2015
Q3 | $35K | Buy |
219
+108
| +97% | +$17.3K | ﹤0.01% | 583 |
|
|
2015
Q2 | $18K | Buy |
111
+67
| +152% | +$10.9K | ﹤0.01% | 664 |
|
|
2015
Q1 | $7K | Buy |
44
+43
| +4,300% | +$6.84K | ﹤0.01% | 703 |
|
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 773 |
|