EWA
Exencial Wealth Advisors’s Fortune Brands Innovations FBIN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-55,854
| Closed | -$3.06M | – | 268 |
|
2019
Q3 | $3.06M | Sell |
55,854
-30
| -0.1% | -$1.64K | 0.66% | 59 |
|
2019
Q2 | $3.19M | Sell |
55,884
-2,110
| -4% | -$121K | 0.75% | 51 |
|
2019
Q1 | $2.76M | Buy |
57,994
+3,585
| +7% | +$171K | 0.66% | 56 |
|
2018
Q4 | $2.07M | Sell |
54,409
-3,517
| -6% | -$134K | 0.55% | 64 |
|
2018
Q3 | $3.03M | Sell |
57,926
-12,787
| -18% | -$670K | 0.71% | 50 |
|
2018
Q2 | $3.8M | Buy |
70,713
+1,816
| +3% | +$97.5K | 1.06% | 33 |
|
2018
Q1 | $4.06M | Buy |
68,897
+2,480
| +4% | +$146K | 1.21% | 24 |
|
2017
Q4 | $4.55M | Buy |
+66,417
| New | +$4.55M | 1.37% | 16 |
|