IFP Advisors’s Foundation Medicine, Inc. FMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5399 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5206 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5022 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4779 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4572 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4335 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4187 |
|
|
2018
Q3 | – | Sell |
-3,750
| Closed | -$513K | – | 4102 |
|
|
2018
Q2 | $513K | Sell |
3,750
-12,570
| -77% | -$1.72M | 0.02% | 649 |
|
|
2018
Q1 | $1.11M | Buy |
16,320
+3,600
| +28% | +$246K | 0.05% | 362 |
|
|
2017
Q4 | $868K | Buy |
12,720
+4,095
| +47% | +$279K | 0.04% | 436 |
|
|
2017
Q3 | $347K | Sell |
8,625
-2,055
| -19% | -$82.7K | 0.01% | 857 |
|
|
2017
Q2 | $425K | Sell |
10,680
-2,205
| -17% | -$87.7K | 0.02% | 739 |
|
|
2017
Q1 | $416K | Buy |
+12,885
| New | +$416K | 0.02% | 761 |
|