Mount Yale Investment 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 | $26.8K | Buy |
+641
| New | +$26.8K | ﹤0.01% | 982 |
|
|
2022
Q1 | – | Sell |
-3,604
| Closed | -$396K | – | 473 |
|
|
2021
Q4 | $396K | Buy |
+3,604
| New | +$396K | 0.04% | 321 |
|
|
2018
Q4 | – | Sell |
-1,350
| Closed | -$98K | – | 477 |
|
|
2018
Q3 | $98K | Buy |
1,350
+240
| +22% | +$17.4K | 0.02% | 449 |
|
|
2018
Q2 | $86K | Buy |
1,110
+205
| +23% | +$15.9K | 0.02% | 508 |
|
|
2018
Q1 | $60K | Buy |
+905
| New | +$60K | 0.01% | 583 |
|