Level Four Advisory Services’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
Q4 | – | Sell |
-5,763
| Closed | -$296K | – | 545 |
|
2018
Q3 | $296K | Sell |
5,763
-14,580
| -72% | -$749K | 0.03% | 465 |
|
2018
Q2 | $1.02M | Sell |
20,343
-1,153
| -5% | -$58K | 0.07% | 234 |
|
2018
Q1 | $1.1M | Buy |
21,496
+830
| +4% | +$42.4K | 0.09% | 219 |
|
2017
Q4 | $1.09M | Buy |
20,666
+1,545
| +8% | +$81.2K | 0.08% | 216 |
|
2017
Q3 | $935K | Buy |
19,121
+12,589
| +193% | +$616K | 0.08% | 230 |
|
2017
Q2 | $271K | Sell |
6,532
-4,902
| -43% | -$203K | 0.04% | 398 |
|
2017
Q1 | $478K | Buy |
11,434
+58
| +0.5% | +$2.43K | 0.05% | 332 |
|
2016
Q4 | $480K | Buy |
+11,376
| New | +$480K | 0.06% | 281 |
|