West Coast Financial’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-819
| Closed | -$372K | – | 46 |
|
|
2025
Q1 | $372K | Sell |
819
-115
| -12% | -$52.3K | 0.04% | 122 |
|
|
2024
Q4 | $449K | Sell |
934
-8
| -0.8% | -$3.84K | 0.05% | 112 |
|
|
2024
Q3 | $433K | Sell |
942
-355
| -27% | -$163K | 0.05% | 113 |
|
|
2024
Q2 | $530K | Sell |
1,297
-15,107
| -92% | -$6.17M | 0.06% | 98 |
|
|
2024
Q1 | $7.45M | Sell |
16,404
-23
| -0.1% | -$10.5K | 0.9% | 38 |
|
|
2023
Q4 | $7.84M | Buy |
16,427
+1,858
| +13% | +$886K | 1.03% | 33 |
|
|
2023
Q3 | $6.37M | Buy |
14,569
+218
| +2% | +$95.3K | 0.95% | 37 |
|
|
2023
Q2 | $5.75M | Sell |
14,351
-311
| -2% | -$125K | 0.81% | 53 |
|
|
2023
Q1 | $6.09M | Buy |
+14,662
| New | +$6.09M | 0.93% | 38 |
|