WealthTrust-Arizona’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $35K | Buy |
1,080
+85
| +9% | +$2.76K | 0.02% | 191 |
|
|
2018
Q3 | $51K | Sell |
995
-7
| -0.7% | -$359 | 0.02% | 158 |
|
|
2018
Q2 | $50K | Sell |
1,002
-75
| -7% | -$3.74K | 0.03% | 151 |
|
|
2018
Q1 | $55K | Hold |
1,077
| – | – | 0.03% | 145 |
|
|
2017
Q4 | $57K | Hold |
1,077
| – | – | 0.03% | 152 |
|
|
2017
Q3 | $53K | Buy |
1,077
+24
| +2% | +$1.18K | 0.03% | 154 |
|
|
2017
Q2 | $51K | Hold |
1,053
| – | – | 0.03% | 155 |
|
|
2017
Q1 | $44K | Sell |
1,053
-46
| -4% | -$1.92K | 0.02% | 171 |
|
|
2016
Q4 | $46K | Sell |
1,099
-25
| -2% | -$1.05K | 0.03% | 161 |
|
|
2016
Q3 | $49K | Buy |
1,124
+354
| +46% | +$15.4K | 0.03% | 143 |
|
|
2016
Q2 | $34K | Hold |
770
| – | – | 0.02% | 180 |
|
|
2016
Q1 | $34K | Buy |
770
+7
| +0.9% | +$309 | 0.02% | 181 |
|
|
2015
Q4 | $32K | Hold |
763
| – | – | 0.02% | 194 |
|
|
2015
Q3 | $30K | Hold |
763
| – | – | 0.02% | 206 |
|
|
2015
Q2 | $32K | Hold |
763
| – | – | 0.02% | 211 |
|
|
2015
Q1 | $32K | Hold |
763
| – | – | 0.02% | 205 |
|
|
2014
Q4 | $28K | Hold |
763
| – | – | 0.02% | 213 |
|
|
2014
Q3 | $26K | Hold |
763
| – | – | 0.03% | 233 |
|
|
2014
Q2 | $26K | Sell |
763
-325
| -30% | -$11.1K | 0.03% | 252 |
|
|
2014
Q1 | $38K | Hold |
1,088
| – | – | 0.04% | 194 |
|
|
2013
Q4 | $39K | Sell |
1,088
-520
| -32% | -$18.6K | 0.05% | 171 |
|
|
2013
Q3 | $52K | Hold |
1,608
| – | – | 0.07% | 133 |
|
|
2013
Q2 | $57K | Buy |
+1,608
| New | +$57K | 0.08% | 127 |
|