BSW Wealth Partners’s FMC FMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,387
| Closed | -$252K | – | 306 |
|
|
2024
Q2 | $252K | Sell |
4,387
-503
| -10% | -$28.9K | 0.04% | 241 |
|
|
2024
Q1 | $311K | Buy |
4,890
+515
| +12% | +$32.8K | 0.05% | 219 |
|
|
2023
Q4 | $276K | Buy |
+4,375
| New | +$276K | 0.05% | 215 |
|
|
2023
Q3 | – | Sell |
-2,501
| Closed | -$261K | – | 258 |
|
|
2023
Q2 | $261K | Sell |
2,501
-91
| -4% | -$9.49K | 0.05% | 207 |
|
|
2023
Q1 | $317K | Sell |
2,592
-95
| -4% | -$11.6K | 0.06% | 207 |
|
|
2022
Q4 | $335K | Sell |
2,687
-68
| -2% | -$8.48K | 0.07% | 194 |
|
|
2022
Q3 | $291K | Buy |
2,755
+454
| +20% | +$48K | 0.07% | 190 |
|
|
2022
Q2 | $246K | Buy |
+2,301
| New | +$246K | 0.06% | 219 |
|