MPS Loria Financial Planners’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
Q2 | – | Sell |
-200
| Closed | -$7K | – | 278 |
|
|
2021
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 323 |
|
|
2020
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 309 |
|
|
2020
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 248 |
|
|
2020
Q2 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 253 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$9K | – | 173 |
|
|
2017
Q2 | $9K | Buy |
+200
| New | +$9K | 0.01% | 299 |
|