CAPTRUST Financial Advisors’s Farmers & Merchants Bancorp FMAO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-198
| Closed | -$7K | – | 2757 |
|
|
2022
Q2 | $7K | Hold |
198
| – | – | ﹤0.01% | 3921 |
|
|
2022
Q1 | $7K | Sell |
198
-50
| -20% | -$1.77K | ﹤0.01% | 3958 |
|
|
2021
Q4 | $8K | Sell |
248
-8
| -3% | -$258 | ﹤0.01% | 3842 |
|
|
2021
Q3 | $6K | Buy |
256
+10
| +4% | +$234 | ﹤0.01% | 3864 |
|
|
2021
Q2 | $5K | Sell |
246
-10
| -4% | -$203 | ﹤0.01% | 3856 |
|
|
2021
Q1 | $6K | Buy |
+256
| New | +$6K | ﹤0.01% | 3649 |
|