Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-70
| Closed | -$3K | – | 1691 |
|
|
2020
Q3 | $3K | Sell |
70
-108
| -61% | -$4.63K | ﹤0.01% | 1297 |
|
|
2020
Q2 | $8K | Buy |
178
+108
| +154% | +$4.85K | ﹤0.01% | 1278 |
|
|
2020
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 1470 |
|
|
2019
Q4 | $3K | Sell |
70
-109
| -61% | -$4.67K | ﹤0.01% | 1374 |
|
|
2019
Q3 | $6K | Buy |
179
+11
| +7% | +$369 | ﹤0.01% | 1139 |
|
|
2019
Q2 | $7K | Hold |
168
| – | – | ﹤0.01% | 1107 |
|
|
2019
Q1 | $7K | Buy |
168
+24
| +17% | +$1K | ﹤0.01% | 1044 |
|
|
2018
Q4 | $5K | Sell |
144
-113
| -44% | -$3.92K | ﹤0.01% | 1065 |
|
|
2018
Q3 | $10K | Buy |
257
+202
| +367% | +$7.86K | ﹤0.01% | 953 |
|
|
2018
Q2 | $3K | Buy |
55
+37
| +206% | +$2.02K | ﹤0.01% | 1246 |
|
|
2018
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1421 |
|
|
2017
Q4 | $1K | Sell |
18
-29
| -62% | -$1.61K | ﹤0.01% | 1270 |
|
|
2017
Q3 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 1007 |
|