West Paces Advisors’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 |
-2
| Closed | -$909 | – | 334 |
|
|
2025
Q1 | $909 | Hold |
2
| – | – | ﹤0.01% | 497 |
|
|
2024
Q4 | $961 | Hold |
2
| – | – | ﹤0.01% | 487 |
|
|
2024
Q3 | $920 | Hold |
2
| – | – | ﹤0.01% | 478 |
|
|
2024
Q2 | $817 | Hold |
2
| – | – | ﹤0.01% | 504 |
|
|
2024
Q1 | $909 | Buy |
+2
| New | +$909 | ﹤0.01% | 510 |
|
|
2022
Q2 | – | Sell |
-1
| Closed | -$434 | – | 589 |
|
|
2022
Q1 | $434 | Buy |
+1
| New | +$434 | ﹤0.01% | 556 |
|