BWA
FMI
Burt Wealth Advisors’s Foundation Medicine, Inc. FMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-384
| Closed | -$52K | – | 408 |
|
2018
Q2 | $52K | Hold |
384
| – | – | 0.02% | 176 |
|
2018
Q1 | $30K | Hold |
384
| – | – | 0.02% | 228 |
|
2017
Q4 | $26K | Hold |
384
| – | – | 0.02% | 231 |
|
2017
Q3 | $15K | Hold |
384
| – | – | 0.01% | 250 |
|
2017
Q2 | $15K | Hold |
384
| – | – | 0.01% | 274 |
|
2017
Q1 | $12K | Hold |
384
| – | – | 0.01% | 252 |
|
2016
Q4 | $7K | Hold |
384
| – | – | 0.01% | 304 |
|
2016
Q3 | $8K | Hold |
384
| – | – | 0.01% | 287 |
|
2016
Q2 | $7K | Hold |
384
| – | – | 0.01% | 300 |
|
2016
Q1 | $6K | Hold |
384
| – | – | 0.01% | 373 |
|
2015
Q4 | $8K | Hold |
384
| – | – | 0.01% | 317 |
|
2015
Q3 | $7K | Hold |
384
| – | – | 0.01% | 291 |
|
2015
Q2 | $12K | Hold |
384
| – | – | 0.01% | 254 |
|
2015
Q1 | $18K | Hold |
384
| – | – | 0.02% | 202 |
|
2014
Q4 | $9K | Buy |
+384
| New | +$9K | 0.01% | 241 |
|