Patriot Financial Group Insurance Agency’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-225
| Closed | -$6K | – | 950 |
|
|
2022
Q2 | $6K | Sell |
225
-14
| -6% | -$373 | ﹤0.01% | 1419 |
|
|
2022
Q1 | $8K | Buy |
+239
| New | +$8K | ﹤0.01% | 1437 |
|
|
2021
Q4 | – | Sell |
-93
| Closed | -$3K | – | 2182 |
|
|
2021
Q3 | $3K | Buy |
93
+29
| +45% | +$935 | ﹤0.01% | 1838 |
|
|
2021
Q2 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 1778 |
|
|
2021
Q1 | – | Sell |
-129
| Closed | -$5K | – | 2010 |
|
|
2020
Q4 | $5K | Hold |
129
| – | – | ﹤0.01% | 1427 |
|
|
2020
Q3 | $5K | Hold |
129
| – | – | ﹤0.01% | 1219 |
|
|
2020
Q2 | $6K | Sell |
129
-12
| -9% | -$558 | ﹤0.01% | 1122 |
|
|
2020
Q1 | $5K | Buy |
+141
| New | +$5K | ﹤0.01% | 1064 |
|