Curi RMB Capital’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-56,441
| Closed | -$2.35M | – | 489 |
|
|
2020
Q4 | $2.35M | Sell |
56,441
-19,281
| -25% | -$801K | 0.09% | 198 |
|
|
2020
Q3 | $3.22M | Buy |
75,722
+523
| +0.7% | +$22.2K | 0.14% | 150 |
|
|
2020
Q2 | $3.26M | Buy |
75,199
+3,460
| +5% | +$150K | 0.14% | 148 |
|
|
2020
Q1 | $2.35M | Buy |
+71,739
| New | +$2.35M | 0.11% | 177 |
|
|
2017
Q4 | – | Sell |
-6,257
| Closed | -$306K | – | 887 |
|
|
2017
Q3 | $306K | Buy |
6,257
+244
| +4% | +$11.9K | 0.01% | 559 |
|
|
2017
Q2 | $290K | Buy |
6,013
+791
| +15% | +$38.1K | 0.01% | 582 |
|
|
2017
Q1 | $220K | Buy |
+5,222
| New | +$220K | 0.01% | 467 |
|
|
2014
Q1 | – | Sell |
-5,925
| Closed | -$211K | – | 382 |
|
|
2013
Q4 | $211K | Sell |
5,925
-999
| -14% | -$35.6K | 0.01% | 344 |
|
|
2013
Q3 | $224K | Sell |
6,924
-2,970
| -30% | -$96.1K | 0.02% | 339 |
|
|
2013
Q2 | $349K | Buy |
+9,894
| New | +$349K | 0.03% | 269 |
|