Greenleaf Trust’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-32,816
| Closed | -$461K | – | 754 |
|
|
2022
Q3 | $461K | Buy |
+32,816
| New | +$461K | 0.01% | 423 |
|
|
2018
Q4 | – | Sell |
-8,380
| Closed | -$431K | – | 516 |
|
|
2018
Q3 | $431K | Sell |
8,380
-1,532
| -15% | -$78.8K | 0.01% | 310 |
|
|
2018
Q2 | $499K | Buy |
9,912
+1,316
| +15% | +$66.3K | 0.01% | 270 |
|
|
2018
Q1 | $439K | Buy |
8,596
+372
| +5% | +$19K | 0.01% | 261 |
|
|
2017
Q4 | $432K | Hold |
8,224
| – | – | 0.01% | 269 |
|
|
2017
Q3 | $402K | Buy |
8,224
+3,232
| +65% | +$158K | 0.01% | 265 |
|
|
2017
Q2 | $241K | Buy |
4,992
+126
| +3% | +$6.08K | 0.01% | 314 |
|
|
2017
Q1 | $205K | Buy |
+4,866
| New | +$205K | ﹤0.01% | 287 |
|