AE Wealth Management’s Farmers & Merchants Bancorp FMAO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24,926
| Closed | -$677K | – | 1913 |
|
|
2022
Q4 | $677K | Sell |
24,926
-7,452
| -23% | -$203K | ﹤0.01% | 1151 |
|
|
2022
Q3 | $870K | Buy |
32,378
+12,479
| +63% | +$335K | 0.01% | 993 |
|
|
2022
Q2 | $660K | Buy |
19,899
+1,071
| +6% | +$35.5K | 0.01% | 1060 |
|
|
2022
Q1 | $681K | Sell |
18,828
-759
| -4% | -$27.5K | ﹤0.01% | 1071 |
|
|
2021
Q4 | $643K | Buy |
19,587
+1,201
| +7% | +$39.4K | ﹤0.01% | 1153 |
|
|
2021
Q3 | $412K | Buy |
+18,386
| New | +$412K | ﹤0.01% | 1247 |
|