Creative Planning’s Foundation Medicine, Inc. FMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $652K | Sell |
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|
2018
Q1 | $683K | Sell |
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|
2017
Q4 | $599K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $202K | Buy |
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|
2017
Q1 | $142K | Buy |
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|
2016
Q4 | $71K | Sell |
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|
2016
Q3 | $98K | Buy |
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|
2016
Q2 | $75K | Buy |
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|
2016
Q1 | $55K | Hold |
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|
2015
Q4 | $63K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $6K | Buy |
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