D.B. Root & Company’s FMC FMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-8,104
| Closed | -$511K | – | 180 |
|
2023
Q4 | $511K | Sell |
8,104
-2,162
| -21% | -$136K | 0.19% | 110 |
|
2023
Q3 | $688K | Buy |
10,266
+4,448
| +76% | +$298K | 0.27% | 94 |
|
2023
Q2 | $607K | Buy |
5,818
+391
| +7% | +$40.8K | 0.23% | 102 |
|
2023
Q1 | $663K | Sell |
5,427
-8
| -0.1% | -$977 | 0.26% | 94 |
|
2022
Q4 | $678K | Sell |
5,435
-2,891
| -35% | -$361K | 0.29% | 92 |
|
2022
Q3 | $880K | Buy |
8,326
+2,255
| +37% | +$238K | 0.4% | 70 |
|
2022
Q2 | $649K | Sell |
6,071
-41
| -0.7% | -$4.38K | 0.28% | 91 |
|
2022
Q1 | $804K | Sell |
6,112
-1,605
| -21% | -$211K | 0.3% | 84 |
|
2021
Q4 | $848K | Sell |
7,717
-165
| -2% | -$18.1K | 0.31% | 82 |
|
2021
Q3 | $721K | Buy |
7,882
+2,798
| +55% | +$256K | 0.28% | 97 |
|
2021
Q2 | $550K | Sell |
5,084
-37
| -0.7% | -$4K | 0.21% | 126 |
|
2021
Q1 | $566K | Buy |
5,121
+1,168
| +30% | +$129K | 0.22% | 118 |
|
2020
Q4 | $454K | Sell |
3,953
-17
| -0.4% | -$1.95K | 0.18% | 144 |
|
2020
Q3 | $420K | Hold |
3,970
| – | – | 0.17% | 140 |
|
2020
Q2 | $395K | Buy |
+3,970
| New | +$395K | 0.17% | 141 |
|