CAPTRUST Financial Advisors’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,582
| Closed | -$39K | – | 2764 |
|
|
2022
Q2 | $39K | Buy |
1,582
+266
| +20% | +$6.56K | ﹤0.01% | 2946 |
|
|
2022
Q1 | $44K | Buy |
1,316
+231
| +21% | +$7.72K | ﹤0.01% | 2877 |
|
|
2021
Q4 | $35K | Sell |
1,085
-19
| -2% | -$613 | ﹤0.01% | 2916 |
|
|
2021
Q3 | $39K | Sell |
1,104
-590
| -35% | -$20.8K | ﹤0.01% | 2745 |
|
|
2021
Q2 | $70K | Sell |
1,694
-2,939
| -63% | -$121K | ﹤0.01% | 2286 |
|
|
2021
Q1 | $171K | Buy |
4,633
+3,449
| +291% | +$127K | ﹤0.01% | 1579 |
|
|
2020
Q4 | $49K | Buy |
1,184
+2
| +0.2% | +$83 | ﹤0.01% | 1836 |
|
|
2020
Q3 | $49K | Buy |
1,182
+208
| +21% | +$8.62K | ﹤0.01% | 1634 |
|
|
2020
Q2 | $43K | Buy |
+974
| New | +$43K | ﹤0.01% | 1673 |
|