Envestnet Asset Management’s Farmer Brothers FARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,575
| Closed | -$134K | – | 3699 |
|
|
2021
Q2 | $134K | Sell |
10,575
-935
| -8% | -$11.8K | ﹤0.01% | 3537 |
|
|
2021
Q1 | $120K | Buy |
11,510
+1,406
| +14% | +$14.7K | ﹤0.01% | 3411 |
|
|
2020
Q4 | $47K | Sell |
10,104
-5,287
| -34% | -$24.6K | ﹤0.01% | 3230 |
|
|
2020
Q3 | $68K | Buy |
+15,391
| New | +$68K | ﹤0.01% | 3045 |
|