SeaCrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,500
| Closed | -$162K | – | 923 |
|
|
2022
Q2 | $162K | Hold |
6,500
| – | – | 0.02% | 681 |
|
|
2022
Q1 | $219K | Buy |
+6,500
| New | +$219K | 0.03% | 628 |
|
|
2019
Q2 | – | Sell |
-2,100
| Closed | -$85K | – | 973 |
|
|
2019
Q1 | $85K | Buy |
2,100
+400
| +24% | +$16.2K | 0.01% | 754 |
|
|
2018
Q4 | $55K | Buy |
1,700
+514
| +43% | +$16.6K | 0.01% | 863 |
|
|
2018
Q3 | $61K | Hold |
1,186
| – | – | 0.01% | 923 |
|
|
2018
Q2 | $60K | Sell |
1,186
-180
| -13% | -$9.11K | 0.01% | 904 |
|
|
2018
Q1 | $70K | Sell |
1,366
-1,554
| -53% | -$79.6K | 0.01% | 826 |
|
|
2017
Q4 | $153K | Buy |
+2,920
| New | +$153K | 0.03% | 578 |
|