FWM
FPI
Fortress Wealth Management’s Farmland Partners FPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,277
| Closed | -$118K | – | 72 |
|
|
2024
Q3 | $118K | Sell |
11,277
-37,688
| -77% | -$394K | 0.06% | 70 |
|
|
2024
Q2 | $565K | Sell |
48,965
-37,843
| -44% | -$436K | 0.29% | 46 |
|
|
2024
Q1 | $964K | Buy |
86,808
+13,120
| +18% | +$146K | 0.5% | 38 |
|
|
2023
Q4 | $920K | Sell |
73,688
-61,588
| -46% | -$769K | 0.5% | 38 |
|
|
2023
Q3 | $1.39M | Buy |
135,276
+10,257
| +8% | +$105K | 0.9% | 27 |
|
|
2023
Q2 | $1.53M | Buy |
+125,019
| New | +$1.53M | 0.99% | 27 |
|