Financial Synergies Wealth Advisors’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 |
-4
| Closed | -$500 | – | 522 |
|
2023
Q4 | $500 | Buy |
+4
| New | +$500 | ﹤0.01% | 375 |
|
2023
Q2 | – | Sell |
-4
| Closed | -$489 | – | 508 |
|
2023
Q1 | $489 | Hold |
4
| – | – | ﹤0.01% | 416 |
|
2022
Q4 | $500 | Hold |
4
| – | – | ﹤0.01% | 375 |
|
2022
Q3 | $423 | Hold |
4
| – | – | ﹤0.01% | 373 |
|
2022
Q2 | $429 | Buy |
+4
| New | +$429 | ﹤0.01% | 384 |
|