Freedom Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,915
| Closed | -$209K | – | 630 |
|
|
2020
Q3 | $209K | Sell |
4,915
-612
| -11% | -$26K | 0.02% | 499 |
|
|
2020
Q2 | $239K | Sell |
5,527
-537
| -9% | -$23.2K | 0.03% | 467 |
|
|
2020
Q1 | $239K | Sell |
6,064
-718
| -11% | -$28.3K | 0.02% | 578 |
|
|
2019
Q4 | $250K | Sell |
6,782
-723
| -10% | -$26.7K | 0.02% | 559 |
|
|
2019
Q3 | $252K | Sell |
7,505
-978
| -12% | -$32.8K | 0.02% | 572 |
|
|
2019
Q2 | $333K | Sell |
8,483
-754
| -8% | -$29.6K | 0.03% | 491 |
|
|
2019
Q1 | $374K | Buy |
9,237
+1,139
| +14% | +$46.1K | 0.03% | 455 |
|
|
2018
Q4 | $262K | Sell |
8,098
-9,636
| -54% | -$312K | 0.02% | 622 |
|
|
2018
Q3 | $896K | Sell |
17,734
-92
| -0.5% | -$4.65K | 0.06% | 358 |
|
|
2018
Q2 | $898K | Buy |
17,826
+2,953
| +20% | +$149K | 0.05% | 365 |
|
|
2018
Q1 | $760K | Sell |
14,873
-451
| -3% | -$23K | 0.04% | 455 |
|
|
2017
Q4 | $805K | Buy |
15,324
+500
| +3% | +$26.3K | 0.04% | 458 |
|
|
2017
Q3 | $725K | Sell |
14,824
-316
| -2% | -$15.5K | 0.04% | 455 |
|
|
2017
Q2 | $732K | Buy |
15,140
+5,773
| +62% | +$279K | 0.04% | 425 |
|
|
2017
Q1 | $395K | Sell |
9,367
-1,582
| -14% | -$66.7K | 0.02% | 635 |
|
|
2016
Q4 | $462K | Sell |
10,949
-2,766
| -20% | -$117K | 0.03% | 515 |
|
|
2016
Q3 | $600K | Sell |
13,715
-224
| -2% | -$9.8K | 0.04% | 398 |
|
|
2016
Q2 | $607K | Sell |
13,939
-525
| -4% | -$22.9K | 0.04% | 363 |
|
|
2016
Q1 | $638K | Sell |
14,464
-2,887
| -17% | -$127K | 0.05% | 324 |
|
|
2015
Q4 | $726K | Buy |
17,351
+13,056
| +304% | +$546K | 0.06% | 280 |
|
|
2015
Q3 | $211K | Sell |
4,295
-8,121
| -65% | -$399K | 0.02% | 598 |
|
|
2015
Q2 | $516K | Buy |
12,416
+3,793
| +44% | +$158K | 0.05% | 334 |
|
|
2015
Q1 | $357K | Buy |
8,623
+2,877
| +50% | +$119K | 0.04% | 417 |
|
|
2014
Q4 | $213K | Buy |
+5,746
| New | +$213K | 0.03% | 534 |
|