Lenox 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $7K | Sell |
184
-19
| -9% | -$723 | ﹤0.01% | 488 |
|
2020
Q1 | $6K | Sell |
203
-106
| -34% | -$3.13K | ﹤0.01% | 464 |
|
2019
Q4 | $11K | Buy |
309
+129
| +72% | +$4.59K | ﹤0.01% | 429 |
|
2019
Q3 | $6K | Sell |
180
-254
| -59% | -$8.47K | ﹤0.01% | 510 |
|
2019
Q2 | $17K | Sell |
434
-33
| -7% | -$1.29K | 0.01% | 365 |
|
2019
Q1 | $19K | Buy |
467
+417
| +834% | +$17K | 0.01% | 356 |
|
2018
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 465 |
|