SimplyRich’s Fresenius Medical Care FMS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10,372	Closed	-$349K	–	164
2022 Q1	$349K	Hold	10,372	–	–	0.12%	135
2021 Q4	$337K	Sell	10,372 -300	-3%	-$9.75K	0.11%	143
2021 Q3	$373K	Hold	10,672	–	–	0.14%	129
2021 Q2	$443K	Hold	10,672	–	–	0.2%	105
2021 Q1	$394K	Hold	10,672	–	–	0.16%	119
2020 Q4	$444K	Hold	10,672	–	–	0.2%	100
2020 Q3	$453K	Hold	10,672	–	–	0.23%	98
2020 Q2	$458K	Hold	10,672	–	–	0.25%	92
2020 Q1	$348K	Sell	10,672 -412	-4%	-$13.4K	0.23%	91
2019 Q4	$407K	Hold	11,084	–	–	0.2%	113
2019 Q3	$373K	Hold	11,084	–	–	0.2%	115
2019 Q2	$435K	Sell	11,084 -3,000	-21%	-$118K	0.24%	110
2019 Q1	$571K	Buy	+14,084	New	+$571K	0.46%	61
2018 Q4	–	Sell	-17,748	Closed	-$913K	–	100
2018 Q3	$913K	Sell	17,748 -3,599	-17%	-$185K	0.5%	61
2018 Q2	$1.08M	Hold	21,347	–	–	0.62%	48
2018 Q1	$1.09M	Buy	21,347 +3,599	+20%	+$184K	0.61%	48
2017 Q4	$933K	Buy	+17,748	New	+$933K	0.52%	62