Destination Wealth Management’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,146
| Closed | -$124K | – | 257 |
|
|
2019
Q2 | $124K | Hold |
3,146
| – | – | 0.01% | 164 |
|
|
2019
Q1 | $128K | Hold |
3,146
| – | – | 0.01% | 165 |
|
|
2018
Q4 | $102K | Hold |
3,146
| – | – | 0.01% | 180 |
|
|
2018
Q3 | $162K | Hold |
3,146
| – | – | 0.01% | 170 |
|
|
2018
Q2 | $158K | Buy |
+3,146
| New | +$158K | 0.01% | 151 |
|