Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,234
| Closed | -$42K | – | 491 |
|
|
2021
Q3 | $42K | Buy |
1,234
+516
| +72% | +$17.6K | 0.02% | 459 |
|
|
2021
Q2 | $30K | Buy |
718
+634
| +755% | +$26.5K | 0.01% | 417 |
|
|
2021
Q1 | $3K | Hold |
84
| – | – | ﹤0.01% | 771 |
|
|
2020
Q4 | $3K | Buy |
+84
| New | +$3K | ﹤0.01% | 767 |
|
|
2020
Q2 | – | Sell |
-22
| Closed | -$1K | – | 897 |
|
|
2020
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 799 |
|
|
2019
Q1 | – | Sell |
-148
| Closed | -$4K | – | 766 |
|
|
2018
Q4 | $4K | Buy |
+148
| New | +$4K | ﹤0.01% | 582 |
|