CAPTRUST Financial Advisors’s Farmer Brothers FARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$9K | – | 2709 |
|
|
2022
Q2 | $9K | Buy |
+2,000
| New | +$9K | ﹤0.01% | 3803 |
|
|
2020
Q3 | – | Sell |
-6,060
| Closed | -$44K | – | 3106 |
|
|
2020
Q2 | $44K | Sell |
6,060
-2,165
| -26% | -$15.7K | ﹤0.01% | 1662 |
|
|
2020
Q1 | $55K | Buy |
+8,225
| New | +$55K | ﹤0.01% | 1344 |
|
|
2019
Q3 | – | Sell |
-850
| Closed | -$14K | – | 1957 |
|
|
2019
Q2 | $14K | Hold |
850
| – | – | ﹤0.01% | 1396 |
|
|
2019
Q1 | $17K | Buy |
+850
| New | +$17K | ﹤0.01% | 1211 |
|