Valley Wealth Managers’s FMC FMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-525
| Closed | -$54.8K | – | 382 |
|
2023
Q2 | $54.8K | Sell |
525
-600
| -53% | -$62.6K | ﹤0.01% | 202 |
|
2023
Q1 | $137K | Sell |
1,125
-100
| -8% | -$12.2K | 0.01% | 179 |
|
2022
Q4 | $153K | Sell |
1,225
-150
| -11% | -$18.7K | 0.01% | 175 |
|
2022
Q3 | $145K | Hold |
1,375
| – | – | 0.01% | 187 |
|
2022
Q2 | $147K | Sell |
1,375
-350
| -20% | -$37.4K | 0.01% | 205 |
|
2022
Q1 | $227K | Buy |
+1,725
| New | +$227K | 0.02% | 177 |
|
2021
Q3 | – | Sell |
-3,030
| Closed | -$328K | – | 192 |
|
2021
Q2 | $328K | Hold |
3,030
| – | – | 0.03% | 150 |
|
2021
Q1 | $335K | Sell |
3,030
-75
| -2% | -$8.29K | 0.03% | 143 |
|
2020
Q4 | $357K | Sell |
3,105
-500
| -14% | -$57.5K | 0.03% | 138 |
|
2020
Q3 | $381K | Hold |
3,605
| – | – | 0.04% | 133 |
|
2020
Q2 | $359K | Sell |
3,605
-213
| -6% | -$21.2K | 0.04% | 137 |
|
2020
Q1 | $312K | Sell |
3,818
-150
| -4% | -$12.3K | 0.04% | 138 |
|
2019
Q4 | $396K | Sell |
3,968
-500
| -11% | -$49.9K | 0.04% | 146 |
|
2019
Q3 | $392K | Sell |
4,468
-163
| -4% | -$14.3K | 0.04% | 150 |
|
2019
Q2 | $384K | Sell |
4,631
-220
| -5% | -$18.2K | 0.04% | 155 |
|
2019
Q1 | $372K | Sell |
4,851
-1,607
| -25% | -$123K | 0.04% | 164 |
|
2018
Q4 | $414K | Buy |
+6,458
| New | +$414K | 0.05% | 126 |
|
2014
Q2 | – | Sell |
-192,955
| Closed | -$12.8M | – | 111 |
|
2014
Q1 | $12.8M | Sell |
192,955
-3,920
| -2% | -$260K | 2.56% | 3 |
|
2013
Q4 | $12.9M | Sell |
196,875
-7,214
| -4% | -$472K | 2.65% | 4 |
|
2013
Q3 | $12.7M | Sell |
204,089
-4,809
| -2% | -$299K | 2.77% | 3 |
|
2013
Q2 | $11.1M | Buy |
+208,898
| New | +$11.1M | 2.51% | 6 |
|