Refers to the ownership of a financial asset, such as stocks, bonds, or other securities. When an investor holds a financial asset, it means they own and possess that asset in their investment portfolio.

Datatype: RelationshipSeries

Example: RelationshipSeries

=RelationshipData(“Portfolio A”, “Constituent”, “Holding”, “01 May 2023”, “02 May 2023”, “P”, “None:None”, “dataview(parent, relationship, child, factor, valuedate, value)”, Unit, Period, IAAD, FactorSource, RelationshipSource, Attributes,)