YorkBridge Wealth Partners’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 |
-614
| Closed | -$118K | – | 850 |
|
|
2017
Q4 | $118K | Buy |
614
+32
| +5% | +$6.15K | 0.06% | 256 |
|
|
2017
Q3 | $105K | Buy |
582
+16
| +3% | +$2.89K | 0.05% | 272 |
|
|
2017
Q2 | $94K | Buy |
566
+38
| +7% | +$6.31K | 0.05% | 284 |
|
|
2017
Q1 | $86K | Buy |
528
+115
| +28% | +$18.7K | 0.05% | 298 |
|
|
2016
Q4 | $66K | Buy |
+413
| New | +$66K | 0.04% | 312 |
|