WP
FNGN
WMS Partners’s Financial Engines, Inc. FNGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-52,432
| Closed | -$2.23M | – | 271 |
|
|
2015
Q2 | $2.23M | Buy |
52,432
+159
| +0.3% | +$6.75K | 0.26% | 78 |
|
|
2015
Q1 | $2.19M | Buy |
+52,273
| New | +$2.19M | 0.27% | 74 |
|
|
2014
Q4 | – | Sell |
-15,400
| Closed | -$527K | – | 253 |
|
|
2014
Q3 | $527K | Buy |
15,400
+1,000
| +7% | +$34.2K | 0.08% | 141 |
|
|
2014
Q2 | $652K | Buy |
14,400
+2,100
| +17% | +$95.1K | 0.1% | 115 |
|
|
2014
Q1 | $625K | Sell |
12,300
-653
| -5% | -$33.2K | 0.1% | 110 |
|
|
2013
Q4 | $900K | Sell |
12,953
-4,627
| -26% | -$321K | 0.15% | 88 |
|
|
2013
Q3 | $1.05M | Sell |
17,580
-2
| -0% | -$119 | 0.2% | 71 |
|
|
2013
Q2 | $802K | Buy |
+17,582
| New | +$802K | 0.15% | 88 |
|