CreativeOne Wealth’s FMC FMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,904
| Closed | -$225K | – | 969 |
|
|
2024
Q2 | $225K | Sell |
3,904
-22
| -0.6% | -$1.27K | 0.01% | 694 |
|
|
2024
Q1 | $250K | Buy |
3,926
+246
| +7% | +$15.7K | 0.01% | 774 |
|
|
2023
Q4 | $232K | Sell |
3,680
-283
| -7% | -$17.8K | 0.01% | 571 |
|
|
2023
Q3 | $265K | Sell |
3,963
-672
| -14% | -$44.9K | 0.02% | 468 |
|
|
2023
Q2 | $483K | Buy |
4,635
+475
| +11% | +$49.5K | 0.02% | 503 |
|
|
2023
Q1 | $508K | Buy |
4,160
+46
| +1% | +$5.62K | 0.03% | 465 |
|
|
2022
Q4 | $514K | Buy |
4,114
+139
| +3% | +$17.4K | 0.03% | 425 |
|
|
2022
Q3 | $420K | Buy |
3,975
+760
| +24% | +$80.3K | 0.03% | 447 |
|
|
2022
Q2 | $344K | Sell |
3,215
-315
| -9% | -$33.7K | 0.02% | 507 |
|
|
2022
Q1 | $464K | Buy |
3,530
+396
| +13% | +$52.1K | 0.02% | 450 |
|
|
2021
Q4 | $344K | Sell |
3,134
-34
| -1% | -$3.73K | 0.02% | 559 |
|
|
2021
Q3 | $290K | Buy |
3,168
+37
| +1% | +$3.39K | 0.02% | 563 |
|
|
2021
Q2 | $339K | Buy |
+3,131
| New | +$339K | 0.02% | 489 |
|