Weld Capital Management’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,820
Closed -$474K 518
2020
Q1
$474K Sell
1,820
-5,865
-76% -$1.53M 0.24% 140
2019
Q4
$2.06M Buy
7,685
+4,057
+112% +$1.09M 0.4% 58
2019
Q3
$881K Buy
+3,628
New +$881K 0.16% 198