SWS
SYSTM Wealth Solutions’s FMC FMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,966
| Closed | -$447K | – | 775 |
|
|
2024
Q1 | $447K | Sell |
6,966
-833
| -11% | -$53.4K | 0.06% | 292 |
|
|
2023
Q4 | $495K | Sell |
7,799
-240
| -3% | -$15.2K | 0.07% | 277 |
|
|
2023
Q3 | $538K | Sell |
8,039
-1,714
| -18% | -$115K | 0.08% | 279 |
|
|
2023
Q2 | $1.02M | Buy |
9,753
+1,135
| +13% | +$118K | 0.14% | 196 |
|
|
2023
Q1 | $1.05M | Buy |
8,618
+86
| +1% | +$10.5K | 0.16% | 166 |
|
|
2022
Q4 | $1.06M | Buy |
+8,532
| New | +$1.06M | 0.13% | 194 |
|