Kingswood 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
Q4 | – | Sell |
-6,222
| Closed | -$410K | – | 835 |
|
|
2024
Q3 | $410K | Sell |
6,222
-100
| -2% | -$6.59K | 0.03% | 512 |
|
|
2024
Q2 | $364K | Sell |
6,322
-127
| -2% | -$7.31K | 0.03% | 471 |
|
|
2024
Q1 | $411K | Sell |
6,449
-669
| -9% | -$42.6K | 0.05% | 393 |
|
|
2023
Q4 | $449K | Buy |
7,118
+1,931
| +37% | +$122K | 0.05% | 373 |
|
|
2023
Q3 | $347K | Buy |
+5,187
| New | +$347K | 0.06% | 306 |
|