Confluence Investment Management’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-21,328
| Closed | -$838K | – | 299 |
|
|
2019
Q4 | $838K | Buy |
21,328
+803
| +4% | +$31.6K | 0.01% | 215 |
|
|
2019
Q3 | $689K | Sell |
20,525
-803
| -4% | -$27K | 0.01% | 225 |
|
|
2019
Q2 | $838K | Buy |
21,328
+556
| +3% | +$21.8K | 0.01% | 215 |
|
|
2019
Q1 | $842K | Sell |
20,772
-2,395
| -10% | -$97.1K | 0.01% | 211 |
|
|
2018
Q4 | $750K | Buy |
23,167
+9,944
| +75% | +$322K | 0.01% | 225 |
|
|
2018
Q3 | $680K | Sell |
13,223
-693
| -5% | -$35.6K | 0.01% | 228 |
|
|
2018
Q2 | $701K | Buy |
+13,916
| New | +$701K | 0.01% | 230 |
|