Fragasso Financial Advisors’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
Q4 | – | Sell |
-77,142
| Closed | -$2.59M | – | 131 |
|
|
2019
Q3 | $2.59M | Buy |
77,142
+1,159
| +2% | +$38.9K | 0.48% | 54 |
|
|
2019
Q2 | $2.99M | Buy |
75,983
+3,704
| +5% | +$146K | 0.59% | 47 |
|
|
2019
Q1 | $2.93M | Buy |
72,279
+25,600
| +55% | +$1.04M | 0.63% | 39 |
|
|
2018
Q4 | $1.51M | Buy |
46,679
+11,794
| +34% | +$382K | 0.34% | 60 |
|
|
2018
Q3 | $1.37M | Buy |
34,885
+8,361
| +32% | +$328K | 0.33% | 60 |
|
|
2018
Q2 | $1.34M | Sell |
26,524
-406
| -2% | -$20.4K | 0.34% | 50 |
|
|
2018
Q1 | $1.38M | Buy |
26,930
+116
| +0.4% | +$5.93K | 0.34% | 49 |
|
|
2017
Q4 | $1.41M | Buy |
26,814
+4,525
| +20% | +$238K | 0.34% | 50 |
|
|
2017
Q3 | $1.09M | Buy |
22,289
+1,525
| +7% | +$74.6K | 0.33% | 51 |
|
|
2017
Q2 | $1M | Buy |
20,764
+1,422
| +7% | +$68.7K | 0.31% | 47 |
|
|
2017
Q1 | $814K | Buy |
+19,342
| New | +$814K | 0.26% | 51 |
|