MorganRosel Wealth Management’s FTI Consulting FCN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-5,762
| Closed | -$660K | – | 75 |
|
2020
Q2 | $660K | Sell |
5,762
-566
| -9% | -$64.8K | 0.61% | 33 |
|
2020
Q1 | $758K | Sell |
6,328
-569
| -8% | -$68.2K | 0.86% | 18 |
|
2019
Q4 | $763K | Sell |
6,897
-311
| -4% | -$34.4K | 0.58% | 36 |
|
2019
Q3 | $764K | Sell |
7,208
-2,973
| -29% | -$315K | 0.63% | 33 |
|
2019
Q2 | $854K | Sell |
10,181
-430
| -4% | -$36.1K | 0.7% | 30 |
|
2019
Q1 | $815K | Buy |
10,611
+2,159
| +26% | +$166K | 0.69% | 30 |
|
2018
Q4 | $563K | Buy |
+8,452
| New | +$563K | 0.58% | 42 |
|