Winfield Associates’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-20
| Closed | -$4K | – | 303 |
|
|
2017
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 554 |
|
|
2017
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 519 |
|
|
2017
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 619 |
|
|
2017
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 531 |
|
|
2016
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 501 |
|
|
2016
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 478 |
|
|
2016
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 468 |
|
|
2016
Q1 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 437 |
|