CIA
Cascade Investment Advisors’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-28,815
| Closed | -$719K | – | 142 |
|
|
2022
Q2 | $719K | Sell |
28,815
-3,445
| -11% | -$85.9K | 0.56% | 86 |
|
|
2022
Q1 | $1.09M | Buy |
32,260
+725
| +2% | +$24.4K | 0.66% | 79 |
|
|
2021
Q4 | $1.02M | Buy |
31,535
+1,020
| +3% | +$33.1K | 0.6% | 87 |
|
|
2021
Q3 | $1.07M | Buy |
30,515
+465
| +2% | +$16.3K | 0.7% | 78 |
|
|
2021
Q2 | $1.25M | Buy |
30,050
+190
| +0.6% | +$7.9K | 0.79% | 69 |
|
|
2021
Q1 | $1.1M | Buy |
29,860
+5,670
| +23% | +$209K | 0.72% | 79 |
|
|
2020
Q4 | $1.01M | Buy |
24,190
+75
| +0.3% | +$3.12K | 0.74% | 74 |
|
|
2020
Q3 | $1.02M | Buy |
24,115
+200
| +0.8% | +$8.5K | 0.87% | 46 |
|
|
2020
Q2 | $1.04M | Buy |
23,915
+445
| +2% | +$19.3K | 0.98% | 39 |
|
|
2020
Q1 | $770K | Buy |
23,470
+3,930
| +20% | +$129K | 0.85% | 53 |
|
|
2019
Q4 | $720K | Buy |
+19,540
| New | +$720K | 0.55% | 82 |
|