L.J. Altfest & Co’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,268
| Closed | -$231K | – | 280 |
|
|
2021
Q1 | $231K | Buy |
6,268
+368
| +6% | +$13.6K | 0.05% | 242 |
|
|
2020
Q4 | $245K | Sell |
5,900
-24
| -0.4% | -$997 | 0.06% | 223 |
|
|
2020
Q3 | $252K | Sell |
5,924
-287
| -5% | -$12.2K | 0.07% | 188 |
|
|
2020
Q2 | $269K | Buy |
+6,211
| New | +$269K | 0.08% | 171 |
|