True Wealth Design’s FMC FMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.7K | Buy |
1,622
+1,414
| +680% | +$59K | 0.02% | 163 |
|
|
2025
Q1 | $8.78K | Buy |
208
+191
| +1,124% | +$8.06K | ﹤0.01% | 512 |
|
|
2024
Q4 | $827 | Sell |
17
-1,019
| -98% | -$49.6K | ﹤0.01% | 987 |
|
|
2024
Q3 | $68.3K | Buy |
+1,036
| New | +$68.3K | 0.03% | 87 |
|
|
2024
Q2 | – | Sell |
-5
| Closed | -$319 | – | 800 |
|
|
2024
Q1 | $319 | Buy |
5
+2
| +67% | +$128 | ﹤0.01% | 707 |
|
|
2023
Q4 | $190 | Hold |
3
| – | – | ﹤0.01% | 684 |
|
|
2023
Q3 | $201 | Hold |
3
| – | – | ﹤0.01% | 640 |
|
|
2023
Q2 | $314 | Hold |
3
| – | – | ﹤0.01% | 570 |
|
|
2023
Q1 | $367 | Hold |
3
| – | – | ﹤0.01% | 597 |
|
|
2022
Q4 | $374 | Buy |
+3
| New | +$374 | ﹤0.01% | 533 |
|