Whittier Trust’s Foundation Medicine, Inc. FMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-44,685
| Closed | -$3.05M | – | 1366 |
|
|
2017
Q4 | $3.05M | Buy |
44,685
+725
| +2% | +$49.5K | 0.11% | 177 |
|
|
2017
Q3 | $1.77M | Buy |
43,960
+622
| +1% | +$25K | 0.06% | 227 |
|
|
2017
Q2 | $1.72M | Buy |
43,338
+1,285
| +3% | +$51.1K | 0.07% | 226 |
|
|
2017
Q1 | $1.36M | Buy |
42,053
+1,914
| +5% | +$61.7K | 0.05% | 240 |
|
|
2016
Q4 | $710K | Buy |
40,139
+222
| +0.6% | +$3.93K | 0.03% | 297 |
|
|
2016
Q3 | $932K | Buy |
39,917
+82
| +0.2% | +$1.92K | 0.04% | 268 |
|
|
2016
Q2 | $743K | Buy |
39,835
+483
| +1% | +$9.01K | 0.03% | 291 |
|
|
2016
Q1 | $715K | Hold |
39,352
| – | – | 0.03% | 301 |
|
|
2015
Q4 | $828K | Buy |
+39,352
| New | +$828K | 0.04% | 289 |
|