Independent Portfolio Consultants’s Fresenius Medical Care FMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$296K Sell
6,126
-1,149
-16% -$55.5K 0.12% 240
2017
Q1
$306K Sell
7,275
-890
-11% -$37.4K 0.11% 273
2016
Q4
$345K Sell
8,165
-60
-0.7% -$2.54K 0.11% 250
2016
Q3
$360K Buy
8,225
+2,070
+34% +$90.6K 0.11% 262
2016
Q2
$268K Buy
6,155
+130
+2% +$5.66K 0.08% 281
2016
Q1
$266K Buy
6,025
+215
+4% +$9.49K 0.07% 301
2015
Q4
$243K Sell
5,810
-12,200
-68% -$510K 0.07% 309
2015
Q3
$703K Buy
18,010
+14,390
+398% +$562K 0.15% 189
2015
Q2
$151K Buy
3,620
+1,465
+68% +$61.1K 0.03% 417
2015
Q1
$89K Buy
2,155
+1,520
+239% +$62.8K 0.02% 503
2014
Q4
$24K Sell
635
-7,115
-92% -$269K ﹤0.01% 664
2014
Q3
$269K Buy
+7,750
New +$269K 0.07% 417