Weil Company’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-579
| Closed | -$263K | – | 147 |
|
|
2024
Q1 | $263K | Buy |
579
+17
| +3% | +$7.73K | 0.1% | 131 |
|
|
2023
Q4 | $268K | Buy |
+562
| New | +$268K | 0.12% | 119 |
|
|
2019
Q1 | – | Sell |
-1,407
| Closed | -$282K | – | 104 |
|
|
2018
Q4 | $282K | Hold |
1,407
| – | – | 0.26% | 74 |
|
|
2018
Q3 | $298K | Buy |
+1,407
| New | +$298K | 0.25% | 78 |
|