Pathstone Family Office’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
Q1 | – | Sell |
-1,184
| Closed | -$49K | – | 886 |
|
|
2020
Q4 | $49K | Hold |
1,184
| – | – | ﹤0.01% | 511 |
|
|
2020
Q3 | $50K | Hold |
1,184
| – | – | 0.01% | 370 |
|
|
2020
Q2 | $51K | Hold |
1,184
| – | – | 0.01% | 315 |
|
|
2020
Q1 | $39K | Hold |
1,184
| – | – | 0.01% | 340 |
|
|
2019
Q4 | $436K | Hold |
1,184
| – | – | ﹤0.01% | 316 |
|
|
2019
Q3 | $40K | Hold |
1,184
| – | – | 0.01% | 300 |
|
|
2019
Q2 | $47K | Hold |
1,184
| – | – | 0.01% | 335 |
|
|
2019
Q1 | $48K | Buy |
+1,184
| New | +$48K | 0.01% | 311 |
|
|
2018
Q4 | – | Sell |
-60
| Closed | -$3K | – | 532 |
|
|
2018
Q3 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 202 |
|
|
2017
Q3 | – | Sell |
-761
| Closed | -$37K | – | 231 |
|
|
2017
Q2 | $37K | Buy |
+761
| New | +$37K | 0.02% | 220 |
|