Ellevest Inc’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-150
| Closed | -$3.19K | – | 816 |
|
|
2023
Q1 | $3.19K | Hold |
150
| – | – | ﹤0.01% | 1333 |
|
|
2022
Q4 | $2.45K | Sell |
150
-98
| -40% | -$1.6K | ﹤0.01% | 1346 |
|
|
2022
Q3 | $3K | Sell |
248
-355
| -59% | -$4.29K | ﹤0.01% | 1271 |
|
|
2022
Q2 | $15K | Sell |
603
-570
| -49% | -$14.2K | ﹤0.01% | 802 |
|
|
2022
Q1 | $40K | Buy |
1,173
+25
| +2% | +$853 | ﹤0.01% | 591 |
|
|
2021
Q4 | $37K | Buy |
1,148
+564
| +97% | +$18.2K | ﹤0.01% | 579 |
|
|
2021
Q3 | $20K | Buy |
584
+238
| +69% | +$8.15K | ﹤0.01% | 662 |
|
|
2021
Q2 | $14K | Buy |
346
+202
| +140% | +$8.17K | ﹤0.01% | 704 |
|
|
2021
Q1 | $5K | Sell |
144
-348
| -71% | -$12.1K | ﹤0.01% | 901 |
|
|
2020
Q4 | $20K | Buy |
492
+465
| +1,722% | +$18.9K | ﹤0.01% | 629 |
|
|
2020
Q3 | $1K | Buy |
27
+21
| +350% | +$778 | ﹤0.01% | 1002 |
|
|
2020
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1199 |
|
|
2019
Q3 | – | Sell |
-75
| Closed | -$3K | – | 537 |
|
|
2019
Q2 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 317 |
|