Caldwell Trust’s Fresenius Medical Care FMS Stock Holding History

Caldwell Trust’s Portfolio FMS Stock Details FMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-33
2023 Q1	$702	Hold	33
2022 Q4	$539	Hold	33
2022 Q3	$463	Hold	33
2022 Q2	$823	Hold	33
2022 Q1	$1.11K	Hold	33
2021 Q4	$1.07K	Hold	33
2021 Q3	$1.15K	Sell	33 -33
2021 Q2	$2.74K	Hold	66
2021 Q1	$2.43K	Hold	66
2020 Q4	$2.74K	Hold	66
2020 Q3	$2.8K	Hold	66
2020 Q2	$2.86K	Hold	66
2020 Q1	$2.17K	Sell	66 -34
2019 Q4	$3.68K	Buy	+100