Winch Advisory Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61K | Hold |
10
| – | – | ﹤0.01% | 351 |
|
|
2025
Q1 | $4.67K | Hold |
10
| – | – | ﹤0.01% | 342 |
|
|
2024
Q4 | $4.92K | Hold |
10
| – | – | ﹤0.01% | 367 |
|
|
2024
Q3 | $4.7K | Hold |
10
| – | – | ﹤0.01% | 316 |
|
|
2024
Q2 | $4.17K | Hold |
10
| – | – | ﹤0.01% | 328 |
|
|
2024
Q1 | $4.63K | Hold |
10
| – | – | ﹤0.01% | 318 |
|
|
2023
Q4 | $4.85K | Hold |
10
| – | – | ﹤0.01% | 306 |
|
|
2023
Q3 | $4K | Hold |
10
| – | – | ﹤0.01% | 313 |
|
|
2023
Q2 | $4K | Hold |
10
| – | – | ﹤0.01% | 313 |
|
|
2023
Q1 | $4K | Hold |
10
| – | – | ﹤0.01% | 309 |
|
|
2022
Q4 | $4K | Hold |
10
| – | – | ﹤0.01% | 295 |
|
|
2022
Q3 | $4K | Hold |
10
| – | – | ﹤0.01% | 283 |
|
|
2022
Q2 | $4K | Hold |
10
| – | – | ﹤0.01% | 296 |
|
|
2022
Q1 | $4K | Hold |
10
| – | – | ﹤0.01% | 330 |
|
|
2021
Q4 | $5K | Hold |
10
| – | – | ﹤0.01% | 322 |
|
|
2021
Q3 | $4K | Hold |
10
| – | – | ﹤0.01% | 346 |
|
|
2021
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 379 |
|
|
2021
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 351 |
|
|
2020
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 340 |
|
|
2020
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 297 |
|
|
2020
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 295 |
|
|
2020
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 253 |
|
|
2019
Q4 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 291 |
|