Strategic Wealth Partners’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 |
-28,098
| Closed | -$1.88M | – | 286 |
|
|
2023
Q3 | $1.88M | Sell |
28,098
-6,145
| -18% | -$412K | 0.25% | 105 |
|
|
2023
Q2 | $3.57M | Sell |
34,243
-506
| -1% | -$52.8K | 0.46% | 61 |
|
|
2023
Q1 | $4.24M | Sell |
34,749
-1,986
| -5% | -$243K | 0.65% | 37 |
|
|
2022
Q4 | $4.58M | Sell |
36,735
-2,292
| -6% | -$286K | 0.85% | 27 |
|
|
2022
Q3 | $4.13M | Sell |
39,027
-78
| -0.2% | -$8.25K | 0.88% | 25 |
|
|
2022
Q2 | $4.19M | Sell |
39,105
-1,120
| -3% | -$120K | 0.9% | 24 |
|
|
2022
Q1 | $5.29M | Sell |
40,225
-2,955
| -7% | -$389K | 1.03% | 20 |
|
|
2021
Q4 | $4.75M | Buy |
+43,180
| New | +$4.75M | 0.9% | 25 |
|