Arax Advisory Partners’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,550
| Closed | -$39K | – | 1227 |
|
|
2022
Q2 | $39K | Buy |
1,550
+5
| +0.3% | +$126 | 0.01% | 460 |
|
|
2022
Q1 | $52K | Buy |
1,545
+409
| +36% | +$13.8K | 0.01% | 446 |
|
|
2021
Q4 | $37K | Sell |
1,136
-158
| -12% | -$5.15K | ﹤0.01% | 492 |
|
|
2021
Q3 | $45K | Hold |
1,294
| – | – | 0.01% | 464 |
|
|
2021
Q2 | $54K | Buy |
+1,294
| New | +$54K | 0.01% | 452 |
|
|
2018
Q4 | – | Sell |
-18
| Closed | -$1K | – | 568 |
|
|
2018
Q3 | $1K | Sell |
18
-16
| -47% | -$889 | ﹤0.01% | 599 |
|
|
2018
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 466 |
|
|
2018
Q1 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 450 |
|
|
2017
Q4 | – | Sell |
-671
| Closed | -$32K | – | 464 |
|
|
2017
Q3 | $32K | Hold |
671
| – | – | 0.02% | 250 |
|
|
2017
Q2 | $32K | Buy |
671
+34
| +5% | +$1.62K | 0.02% | 269 |
|
|
2017
Q1 | $26K | Buy |
637
+75
| +13% | +$3.06K | 0.01% | 263 |
|
|
2016
Q4 | $24K | Buy |
+562
| New | +$24K | 0.01% | 249 |
|