BWM
Baystate Wealth Management’s FMC FMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $490K | Buy |
7,768
+65
| +0.8% | +$4.1K | 0.04% | 145 |
|
|
2023
Q3 | $516K | Sell |
7,703
-3,428
| -31% | -$230K | 0.04% | 130 |
|
|
2023
Q2 | $1.16M | Sell |
11,131
-5,319
| -32% | -$555K | 0.1% | 80 |
|
|
2023
Q1 | $2.01M | Buy |
16,450
+72
| +0.4% | +$8.79K | 0.17% | 54 |
|
|
2022
Q4 | $2.04M | Buy |
16,378
+73
| +0.4% | +$9.11K | 0.19% | 54 |
|
|
2022
Q3 | $1.72M | Buy |
16,305
+82
| +0.5% | +$8.67K | 0.18% | 51 |
|
|
2022
Q2 | $1.74M | Buy |
16,223
+133
| +0.8% | +$14.2K | 0.17% | 53 |
|
|
2022
Q1 | $2.12M | Buy |
16,090
+75
| +0.5% | +$9.87K | 0.19% | 45 |
|
|
2021
Q4 | $1.76M | Buy |
16,015
+82
| +0.5% | +$9.01K | 0.16% | 54 |
|
|
2021
Q3 | $1.46M | Buy |
15,933
+70
| +0.4% | +$6.41K | 0.14% | 51 |
|
|
2021
Q2 | $1.72M | Buy |
15,863
+67
| +0.4% | +$7.25K | 0.17% | 47 |
|
|
2021
Q1 | $1.75M | Buy |
15,796
+85
| +0.5% | +$9.4K | 0.19% | 40 |
|
|
2020
Q4 | $1.81M | Buy |
15,711
+15,460
| +6,159% | +$1.78M | 0.21% | 35 |
|
|
2020
Q3 | $27K | Buy |
251
+1
| +0.4% | +$108 | ﹤0.01% | 287 |
|
|
2020
Q2 | $25K | Sell |
250
-1
| -0.4% | -$100 | ﹤0.01% | 284 |
|
|
2020
Q1 | $21K | Hold |
251
| – | – | ﹤0.01% | 277 |
|
|
2019
Q4 | $25K | Hold |
251
| – | – | ﹤0.01% | 299 |
|
|
2019
Q3 | $22K | Buy |
251
+1
| +0.4% | +$88 | ﹤0.01% | 283 |
|
|
2019
Q2 | $21K | Hold |
250
| – | – | ﹤0.01% | 300 |
|
|
2019
Q1 | $20K | Hold |
250
| – | – | ﹤0.01% | 308 |
|
|
2018
Q4 | $20K | Hold |
250
| – | – | ﹤0.01% | 305 |
|
|
2018
Q3 | $21K | Hold |
250
| – | – | ﹤0.01% | 297 |
|
|
2018
Q2 | $22K | Hold |
250
| – | – | ﹤0.01% | 275 |
|
|
2018
Q1 | $20K | Hold |
250
| – | – | ﹤0.01% | 283 |
|
|
2017
Q4 | $22K | Hold |
250
| – | – | ﹤0.01% | 287 |
|
|
2017
Q3 | $23K | Hold |
250
| – | – | ﹤0.01% | 269 |
|
|
2017
Q2 | $19K | Hold |
250
| – | – | ﹤0.01% | 282 |
|
|
2017
Q1 | $18K | Hold |
250
| – | – | ﹤0.01% | 283 |
|
|
2016
Q4 | $15K | Buy |
+250
| New | +$15K | ﹤0.01% | 258 |
|