FGAM
Financial Gravity Asset Management’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-24
| Closed | -$49 | – | 1433 |
|
|
2023
Q2 | $49 | Buy |
+24
| New | +$49 | ﹤0.01% | 1397 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$10 | – | 1326 |
|
|
2022
Q4 | $10 | Buy |
+16
| New | +$10 | ﹤0.01% | 1365 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 835 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 604 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | -$90 | – | 337 |
|
|
2020
Q1 | $90 | Sell |
3
-6
| -67% | -$180 | ﹤0.01% | 901 |
|
|
2019
Q4 | $37K | Sell |
9
-3
| -25% | -$12.3K | 0.03% | 783 |
|
|
2019
Q3 | $0 | Buy |
12
+3
| +33% | – | ﹤0.01% | 1339 |
|
|
2019
Q2 | $0 | Sell |
9
-15
| -63% | – | ﹤0.01% | 1388 |
|
|
2019
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1103 |
|
|
2018
Q3 | $33K | Sell |
840
-2
| -0.2% | -$79 | 0.03% | 411 |
|
|
2018
Q2 | $40K | Buy |
842
+118
| +16% | +$5.61K | 0.04% | 378 |
|
|
2018
Q1 | $37K | Buy |
+724
| New | +$37K | 0.04% | 410 |
|