Independent Advisor Alliance’s FMC FMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,073
| Closed | -$216K | – | 667 |
|
2023
Q2 | $216K | Sell |
2,073
-83
| -4% | -$8.66K | 0.01% | 604 |
|
2023
Q1 | $263K | Buy |
+2,156
| New | +$263K | 0.01% | 543 |
|
2022
Q4 | – | Sell |
-1,966
| Closed | -$208K | – | 500 |
|
2022
Q3 | $208K | Sell |
1,966
-123
| -6% | -$13K | 0.01% | 573 |
|
2022
Q2 | $223K | Buy |
2,089
+62
| +3% | +$6.62K | 0.01% | 548 |
|
2022
Q1 | $267K | Sell |
2,027
-44
| -2% | -$5.8K | 0.01% | 526 |
|
2021
Q4 | $228K | Buy |
+2,071
| New | +$228K | 0.01% | 595 |
|
2021
Q3 | – | Sell |
-1,882
| Closed | -$204K | – | 646 |
|
2021
Q2 | $204K | Buy |
1,882
+11
| +0.6% | +$1.19K | 0.01% | 584 |
|
2021
Q1 | $207K | Buy |
+1,871
| New | +$207K | 0.01% | 553 |
|
2020
Q4 | – | Sell |
-2,087
| Closed | -$221K | – | 547 |
|
2020
Q3 | $221K | Buy |
2,087
+31
| +2% | +$3.28K | 0.02% | 436 |
|
2020
Q2 | $205K | Buy |
+2,056
| New | +$205K | 0.02% | 438 |
|
2020
Q1 | – | Sell |
-2,213
| Closed | -$221K | – | 533 |
|
2019
Q4 | $221K | Buy |
+2,213
| New | +$221K | 0.01% | 788 |
|
2019
Q1 | – | Sell |
-7,002
| Closed | -$449K | – | 445 |
|
2018
Q4 | $449K | Buy |
7,002
+332
| +5% | +$21.3K | 0.08% | 217 |
|
2018
Q3 | $500K | Buy |
6,670
+478
| +8% | +$35.8K | 0.09% | 184 |
|
2018
Q2 | $473K | Buy |
+6,192
| New | +$473K | 0.1% | 186 |
|