Waverly 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
2014
Q3
Sell
-5,008
Closed -$168K 772
2014
Q2
$168K Hold
5,008
0.07% 107
2014
Q1
$175K Buy
+5,008
New +$175K 0.08% 102