Zacks Investment Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,055
| Closed | -$3.76M | – | 668 |
|
|
2023
Q1 | $3.76M | Buy |
9,055
+322
| +4% | +$134K | 0.05% | 210 |
|
|
2022
Q4 | $3.5M | Sell |
8,733
-420
| -5% | -$169K | 0.05% | 223 |
|
|
2022
Q3 | $3.66M | Sell |
9,153
-111
| -1% | -$44.4K | 0.06% | 200 |
|
|
2022
Q2 | $3.56M | Buy |
9,264
+948
| +11% | +$365K | 0.05% | 194 |
|
|
2022
Q1 | $3.61M | Buy |
+8,316
| New | +$3.61M | 0.05% | 211 |
|