Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3K | Hold |
119
| – | – | ﹤0.01% | 276 |
|
|
2022
Q1 | $4K | Hold |
119
| – | – | ﹤0.01% | 262 |
|
|
2021
Q4 | $4K | Hold |
119
| – | – | ﹤0.01% | 276 |
|
|
2021
Q3 | $4K | Hold |
119
| – | – | ﹤0.01% | 257 |
|
|
2021
Q2 | $5K | Buy |
+119
| New | +$5K | ﹤0.01% | 242 |
|
|
2020
Q1 | $8K | Hold |
238
| – | – | 0.01% | 121 |
|
|
2019
Q4 | $9K | Buy |
+238
| New | +$9K | ﹤0.01% | 284 |
|
|
2019
Q2 | $9K | Hold |
238
| – | – | ﹤0.01% | 342 |
|
|
2019
Q1 | $9K | Hold |
238
| – | – | ﹤0.01% | 342 |
|
|
2018
Q4 | $8K | Buy |
+238
| New | +$8K | ﹤0.01% | 499 |
|