TrueWealth LLC’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 635 |
|
2020
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 645 |
|
2019
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 669 |
|
2019
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 637 |
|
2019
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 656 |
|
2019
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 664 |
|
2018
Q4 | $2K | Sell |
54
-127
| -70% | -$4.7K | ﹤0.01% | 656 |
|
2018
Q3 | $9K | Hold |
181
| – | – | ﹤0.01% | 505 |
|
2018
Q2 | $9K | Hold |
181
| – | – | ﹤0.01% | 511 |
|
2018
Q1 | $9K | Sell |
181
-149
| -45% | -$7.41K | ﹤0.01% | 471 |
|
2017
Q4 | $17K | Buy |
+330
| New | +$17K | 0.01% | 421 |
|