SVB Wealth’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,760
| Closed | -$285K | – | 495 |
|
|
2016
Q4 | $285K | Sell |
6,760
-2,545
| -27% | -$107K | 0.01% | 418 |
|
|
2016
Q3 | $407K | Sell |
9,305
-3,364
| -27% | -$147K | 0.02% | 370 |
|
|
2016
Q2 | $552K | Sell |
12,669
-945
| -7% | -$41.2K | 0.02% | 324 |
|
|
2016
Q1 | $600K | Buy |
13,614
+610
| +5% | +$26.9K | 0.02% | 318 |
|
|
2015
Q4 | $544K | Sell |
13,004
-6,059
| -32% | -$253K | 0.02% | 362 |
|
|
2015
Q3 | $744K | Buy |
19,063
+2,654
| +16% | +$104K | 0.03% | 338 |
|
|
2015
Q2 | $682K | Buy |
16,409
+662
| +4% | +$27.5K | 0.02% | 370 |
|
|
2015
Q1 | $653K | Buy |
15,747
+271
| +2% | +$11.2K | 0.02% | 370 |
|
|
2014
Q4 | $575K | Buy |
+15,476
| New | +$575K | 0.02% | 380 |
|