Sequoia Financial Advisors’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,393
| Closed | -$226K | – | 309 |
|
|
2018
Q3 | $226K | Sell |
4,393
-395
| -8% | -$20.3K | 0.02% | 282 |
|
|
2018
Q2 | $241K | Hold |
4,788
| – | – | 0.03% | 266 |
|
|
2018
Q1 | $245K | Hold |
4,788
| – | – | 0.03% | 250 |
|
|
2017
Q4 | $252K | Sell |
4,788
-80
| -2% | -$4.21K | 0.03% | 250 |
|
|
2017
Q3 | $238K | Hold |
4,868
| – | – | 0.03% | 239 |
|
|
2017
Q2 | $235K | Hold |
4,868
| – | – | 0.03% | 239 |
|
|
2017
Q1 | $205K | Sell |
4,868
-50
| -1% | -$2.11K | 0.03% | 261 |
|
|
2016
Q4 | $208K | Sell |
4,918
-171
| -3% | -$7.23K | 0.03% | 255 |
|
|
2016
Q3 | $223K | Buy |
+5,089
| New | +$223K | 0.04% | 209 |
|
|
2016
Q1 | – | Sell |
-5,334
| Closed | -$223K | – | 207 |
|
|
2015
Q4 | $223K | Buy |
+5,334
| New | +$223K | 0.09% | 156 |
|