Creative Planning’s Foundation Medicine, Inc. FMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,768
| Closed | -$652K | – | 2043 |
|
|
2018
Q2 | $652K | Sell |
4,768
-3,909
| -45% | -$535K | ﹤0.01% | 939 |
|
|
2018
Q1 | $683K | Sell |
8,677
-112
| -1% | -$8.82K | ﹤0.01% | 917 |
|
|
2017
Q4 | $599K | Buy |
+8,789
| New | +$599K | ﹤0.01% | 964 |
|
|
2017
Q3 | – | Sell |
-5,075
| Closed | -$202K | – | 4286 |
|
|
2017
Q2 | $202K | Buy |
5,075
+675
| +15% | +$26.9K | ﹤0.01% | 1504 |
|
|
2017
Q1 | $142K | Buy |
4,400
+400
| +10% | +$12.9K | ﹤0.01% | 1713 |
|
|
2016
Q4 | $71K | Sell |
4,000
-200
| -5% | -$3.55K | ﹤0.01% | 2097 |
|
|
2016
Q3 | $98K | Buy |
4,200
+200
| +5% | +$4.67K | ﹤0.01% | 1852 |
|
|
2016
Q2 | $75K | Buy |
4,000
+1,000
| +33% | +$18.8K | ﹤0.01% | 1848 |
|
|
2016
Q1 | $55K | Hold |
3,000
| – | – | ﹤0.01% | 2024 |
|
|
2015
Q4 | $63K | Buy |
+3,000
| New | +$63K | ﹤0.01% | 1915 |
|
|
2014
Q1 | – | Sell |
-270
| Closed | -$6K | – | 3728 |
|
|
2013
Q4 | $6K | Buy |
+270
| New | +$6K | ﹤0.01% | 2801 |
|