Wealthspire Advisors (Maryland)’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-288
| Closed | -$12K | – | 1023 |
|
|
2019
Q1 | $12K | Buy |
288
+112
| +64% | +$4.67K | ﹤0.01% | 1455 |
|
|
2018
Q4 | $6K | Sell |
176
-240
| -58% | -$8.18K | ﹤0.01% | 1651 |
|
|
2018
Q3 | $21K | Buy |
416
+58
| +16% | +$2.93K | ﹤0.01% | 1289 |
|
|
2018
Q2 | $18K | Buy |
358
+20
| +6% | +$1.01K | ﹤0.01% | 1347 |
|
|
2018
Q1 | $17K | Buy |
338
+18
| +6% | +$905 | ﹤0.01% | 1343 |
|
|
2017
Q4 | $17K | Buy |
320
+14
| +5% | +$744 | ﹤0.01% | 1373 |
|
|
2017
Q3 | $15K | Buy |
306
+46
| +18% | +$2.26K | ﹤0.01% | 1405 |
|
|
2017
Q2 | $13K | Buy |
260
+14
| +6% | +$700 | ﹤0.01% | 1431 |
|
|
2017
Q1 | $10K | Sell |
246
-3,080
| -93% | -$125K | ﹤0.01% | 1338 |
|
|
2016
Q4 | $140K | Sell |
3,326
-180
| -5% | -$7.58K | 0.02% | 477 |
|
|
2016
Q3 | $153K | Hold |
3,506
| – | – | 0.02% | 459 |
|
|
2016
Q2 | $153K | Buy |
3,506
+610
| +21% | +$26.6K | 0.03% | 435 |
|
|
2016
Q1 | $128K | Buy |
2,896
+2,820
| +3,711% | +$125K | 0.02% | 470 |
|
|
2015
Q4 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 1455 |
|