WealthTrust Axiom’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
Q1 | – | Sell |
-4,324
| Closed | -$227K | – | 227 |
|
|
2017
Q4 | $227K | Sell |
4,324
-1,300
| -23% | -$68.2K | 0.08% | 192 |
|
|
2017
Q3 | $274K | Sell |
5,624
-500
| -8% | -$24.4K | 0.1% | 170 |
|
|
2017
Q2 | $295K | Buy |
6,124
+898
| +17% | +$43.3K | 0.11% | 160 |
|
|
2017
Q1 | $220K | Sell |
5,226
-140
| -3% | -$5.89K | 0.08% | 193 |
|
|
2016
Q4 | $226K | Hold |
5,366
| – | – | 0.08% | 184 |
|
|
2016
Q3 | $234K | Hold |
5,366
| – | – | 0.09% | 179 |
|
|
2016
Q2 | $233K | Hold |
5,366
| – | – | 0.09% | 175 |
|
|
2016
Q1 | $236K | Hold |
5,366
| – | – | 0.09% | 165 |
|
|
2015
Q4 | $224K | Hold |
5,366
| – | – | 0.09% | 174 |
|
|
2015
Q3 | $209K | Sell |
5,366
-300
| -5% | -$11.7K | 0.09% | 181 |
|
|
2015
Q2 | $235K | Hold |
5,666
| – | – | 0.09% | 178 |
|
|
2015
Q1 | $234K | Hold |
5,666
| – | – | 0.08% | 180 |
|
|
2014
Q4 | $210K | Buy |
+5,666
| New | +$210K | 0.07% | 195 |
|
|
2014
Q1 | – | Sell |
-5,666
| Closed | -$201K | – | 211 |
|
|
2013
Q4 | $201K | Buy |
+5,666
| New | +$201K | 0.08% | 169 |
|