Strategic Wealth Partners’s Fresh Del Monte Produce FDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,747
| Closed | -$225K | – | 288 |
|
|
2023
Q2 | $225K | Sell |
8,747
-548
| -6% | -$14.1K | 0.03% | 267 |
|
|
2023
Q1 | $280K | Sell |
9,295
-356
| -4% | -$10.7K | 0.04% | 222 |
|
|
2022
Q4 | $253K | Hold |
9,651
| – | – | 0.05% | 224 |
|
|
2022
Q3 | $224K | Sell |
9,651
-834
| -8% | -$19.4K | 0.05% | 250 |
|
|
2022
Q2 | $310K | Sell |
10,485
-670
| -6% | -$19.8K | 0.07% | 196 |
|
|
2022
Q1 | $289K | Sell |
11,155
-2,729
| -20% | -$70.7K | 0.06% | 212 |
|
|
2021
Q4 | $383K | Buy |
+13,884
| New | +$383K | 0.07% | 218 |
|