Frontier 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
Q4 | – | Sell |
-8,000
| Closed | -$269K | – | 311 |
|
|
2019
Q3 | $269K | Hold |
8,000
| – | – | 0.04% | 257 |
|
|
2019
Q2 | $314K | Hold |
8,000
| – | – | 0.05% | 238 |
|
|
2019
Q1 | $324K | Hold |
8,000
| – | – | 0.04% | 266 |
|
|
2018
Q4 | $259K | Hold |
8,000
| – | – | 0.04% | 289 |
|
|
2018
Q3 | $411K | Hold |
8,000
| – | – | 0.04% | 256 |
|
|
2018
Q2 | $403K | Hold |
8,000
| – | – | 0.06% | 245 |
|
|
2018
Q1 | $409K | Hold |
8,000
| – | – | 0.06% | 252 |
|
|
2017
Q4 | $420K | Hold |
8,000
| – | – | 0.07% | 225 |
|
|
2017
Q3 | $391K | Hold |
8,000
| – | – | 0.06% | 263 |
|
|
2017
Q2 | $387K | Hold |
8,000
| – | – | 0.06% | 259 |
|
|
2017
Q1 | $337K | Hold |
8,000
| – | – | 0.05% | 286 |
|
|
2016
Q4 | $338K | Hold |
8,000
| – | – | 0.06% | 262 |
|
|
2016
Q3 | $350K | Hold |
8,000
| – | – | 0.05% | 252 |
|
|
2016
Q2 | $349K | Hold |
8,000
| – | – | 0.06% | 259 |
|
|
2016
Q1 | $353K | Hold |
8,000
| – | – | 0.03% | 238 |
|
|
2015
Q4 | $335K | Hold |
8,000
| – | – | 0.05% | 239 |
|
|
2015
Q3 | $312K | Sell |
8,000
-475
| -6% | -$18.5K | 0.05% | 251 |
|
|
2015
Q2 | $352K | Buy |
+8,475
| New | +$352K | 0.05% | 237 |
|