JFS Wealth Advisors’s FMC FMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-5
| Closed | -$211 | – | 1906 |
|
2025
Q1 | $211 | Sell |
5
-46
| -90% | -$1.94K | ﹤0.01% | 1837 |
|
2024
Q4 | $2.48K | Sell |
51
-8
| -14% | -$389 | ﹤0.01% | 1390 |
|
2024
Q3 | $3.89K | Buy |
59
+22
| +59% | +$1.45K | ﹤0.01% | 1215 |
|
2024
Q2 | $2.13K | Sell |
37
-2
| -5% | -$115 | ﹤0.01% | 1408 |
|
2024
Q1 | $2.49K | Sell |
39
-32
| -45% | -$2.04K | ﹤0.01% | 1367 |
|
2023
Q4 | $4.48K | Buy |
71
+45
| +173% | +$2.84K | ﹤0.01% | 1105 |
|
2023
Q3 | $1.74K | Sell |
26
-68
| -72% | -$4.56K | ﹤0.01% | 1413 |
|
2023
Q2 | $9.81K | Sell |
94
-4
| -4% | -$417 | ﹤0.01% | 738 |
|
2023
Q1 | $12K | Sell |
98
-4
| -4% | -$489 | ﹤0.01% | 656 |
|
2022
Q4 | $12.7K | Sell |
102
-5
| -5% | -$624 | ﹤0.01% | 627 |
|
2022
Q3 | $11K | Sell |
107
-38
| -26% | -$3.91K | ﹤0.01% | 696 |
|
2022
Q2 | $16K | Buy |
145
+5
| +4% | +$552 | ﹤0.01% | 629 |
|
2022
Q1 | $18K | Sell |
140
-4
| -3% | -$514 | ﹤0.01% | 629 |
|
2021
Q4 | $16K | Sell |
144
-1,000
| -87% | -$111K | ﹤0.01% | 608 |
|
2021
Q3 | $105K | Buy |
+1,144
| New | +$105K | 0.01% | 299 |
|