Realta Investment Advisors’s FMC FMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-2,118
| Closed | -$221K | – | 539 |
|
2023
Q3 | $221K | Hold |
2,118
| – | – | 0.05% | 365 |
|
2023
Q2 | $221K | Sell |
2,118
-85
| -4% | -$8.87K | 0.05% | 372 |
|
2023
Q1 | $269K | Buy |
2,203
+492
| +29% | +$60.1K | 0.07% | 312 |
|
2022
Q4 | $214K | Buy |
+1,711
| New | +$214K | 0.05% | 372 |
|
2022
Q2 | – | Sell |
-1,728
| Closed | -$227K | – | 408 |
|
2022
Q1 | $227K | Buy |
+1,728
| New | +$227K | 0.05% | 357 |
|
2020
Q1 | – | Sell |
-2,269
| Closed | -$223K | – | 683 |
|
2019
Q4 | $223K | Buy |
2,269
+4
| +0.2% | +$393 | 0.06% | 314 |
|
2019
Q3 | $200K | Sell |
2,265
-98
| -4% | -$8.65K | 0.05% | 321 |
|
2019
Q2 | $196K | Buy |
2,363
+477
| +25% | +$39.6K | 0.05% | 333 |
|
2019
Q1 | $144K | Buy |
+1,886
| New | +$144K | 0.07% | 333 |
|