Lake Street Advisors Group’s Fresenius Medical Care FMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-4,871
Closed -$245K 255
2018
Q2
$245K Sell
4,871
-957
-16% -$48.1K 0.02% 271
2018
Q1
$298K Buy
5,828
+533
+10% +$27.3K 0.03% 199
2017
Q4
$278K Buy
+5,295
New +$278K 0.03% 237