JWM
Janiczek Wealth Management’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.53K | Buy |
+80
| New | +$1.53K | ﹤0.01% | 876 |
|
|
2022
Q3 | – | Sell |
-70
| Closed | -$1K | – | 965 |
|
|
2022
Q2 | $1K | Sell |
70
-120
| -63% | -$1.71K | ﹤0.01% | 860 |
|
|
2022
Q1 | $6K | Sell |
190
-16
| -8% | -$505 | ﹤0.01% | 639 |
|
|
2021
Q4 | $7K | Buy |
206
+18
| +10% | +$612 | ﹤0.01% | 639 |
|
|
2021
Q3 | $7K | Buy |
188
+140
| +292% | +$5.21K | ﹤0.01% | 633 |
|
|
2021
Q2 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 757 |
|
|
2021
Q1 | – | Sell |
-180
| Closed | -$7K | – | 868 |
|
|
2020
Q4 | $7K | Buy |
180
+108
| +150% | +$4.2K | ﹤0.01% | 519 |
|
|
2020
Q3 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 435 |
|