TW
Transform Wealth’s FMC FMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,875
| Closed | -$329K | – | 248 |
|
|
2023
Q3 | $329K | Buy |
4,875
+1,705
| +54% | +$115K | 0.03% | 198 |
|
|
2023
Q2 | $333K | Buy |
3,170
+40
| +1% | +$4.2K | 0.03% | 210 |
|
|
2023
Q1 | $384K | Sell |
3,130
-231
| -7% | -$28.3K | 0.04% | 194 |
|
|
2022
Q4 | $421K | Sell |
3,361
-584
| -15% | -$73.2K | 0.05% | 153 |
|
|
2022
Q3 | $419K | Buy |
3,945
+129
| +3% | +$13.7K | 0.05% | 132 |
|
|
2022
Q2 | $410K | Buy |
+3,816
| New | +$410K | 0.06% | 142 |
|