AmeriServ Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-6,539
| Closed | -$243K | – | 104 |
|
|
2014
Q4 | $243K | Sell |
6,539
-250
| -4% | -$9.29K | 0.24% | 104 |
|
|
2014
Q3 | $236K | Sell |
6,789
-600
| -8% | -$20.9K | 0.41% | 91 |
|
|
2014
Q2 | $247K | Hold |
7,389
| – | – | 0.27% | 99 |
|
|
2014
Q1 | $258K | Sell |
7,389
-175
| -2% | -$6.11K | 0.26% | 103 |
|
|
2013
Q4 | $269K | Sell |
7,564
-1,812
| -19% | -$64.4K | 0.16% | 150 |
|
|
2013
Q3 | $304K | Hold |
9,376
| – | – | 0.19% | 132 |
|
|
2013
Q2 | $331K | Buy |
+9,376
| New | +$331K | 0.21% | 128 |
|