RKL Wealth Management’s FMC FMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,677
| Closed | -$205K | – | 133 |
|
|
2023
Q1 | $205K | Buy |
1,677
+8
| +0.5% | +$977 | 0.03% | 129 |
|
|
2022
Q4 | $208K | Buy |
+1,669
| New | +$208K | 0.03% | 129 |
|
|
2022
Q2 | – | Sell |
-1,571
| Closed | -$207K | – | 142 |
|
|
2022
Q1 | $207K | Buy |
+1,571
| New | +$207K | 0.02% | 141 |
|
|
2021
Q3 | – | Sell |
-1,926
| Closed | -$208K | – | 126 |
|
|
2021
Q2 | $208K | Buy |
1,926
+2
| +0.1% | +$216 | 0.03% | 127 |
|
|
2021
Q1 | $213K | Sell |
1,924
-67
| -3% | -$7.42K | 0.03% | 127 |
|
|
2020
Q4 | $229K | Buy |
1,991
+24
| +1% | +$2.76K | 0.03% | 117 |
|
|
2020
Q3 | $208K | Buy |
+1,967
| New | +$208K | 0.03% | 115 |
|
|
2014
Q3 | – | Sell |
-121,820
| Closed | -$7.52M | – | 63 |
|
|
2014
Q2 | $7.52M | Sell |
121,820
-2,463
| -2% | -$152K | 5.51% | 2 |
|
|
2014
Q1 | $8.25M | Buy |
+124,283
| New | +$8.25M | 6.24% | 2 |
|