Zullo Investment Group’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-315
| Closed | -$126K | – | 335 |
|
|
2022
Q4 | $126K | Sell |
315
-6
| -2% | -$2.41K | 0.08% | 182 |
|
|
2022
Q3 | $128K | Hold |
321
| – | – | 0.08% | 178 |
|
|
2022
Q2 | $123K | Sell |
321
-29
| -8% | -$11.1K | 0.08% | 184 |
|
|
2022
Q1 | $152K | Sell |
350
-15
| -4% | -$6.51K | 0.08% | 185 |
|
|
2021
Q4 | $177K | Buy |
+365
| New | +$177K | 0.09% | 171 |
|