WEC
Winslow Evans & Crocker’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,200
| Closed | -$40K | – | 1141 |
|
|
2020
Q1 | $40K | Hold |
1,200
| – | – | 0.01% | 459 |
|
|
2019
Q4 | $46K | Hold |
1,200
| – | – | 0.01% | 514 |
|
|
2019
Q3 | $42K | Hold |
1,200
| – | – | 0.01% | 522 |
|
|
2019
Q2 | $48K | Sell |
1,200
-2,800
| -70% | -$112K | 0.01% | 513 |
|
|
2019
Q1 | $164K | Hold |
4,000
| – | – | 0.05% | 303 |
|
|
2018
Q4 | $130K | Hold |
4,000
| – | – | 0.04% | 317 |
|
|
2018
Q3 | $206K | Hold |
4,000
| – | – | 0.06% | 259 |
|
|
2018
Q2 | $202K | Hold |
4,000
| – | – | 0.06% | 252 |
|
|
2018
Q1 | $204K | Hold |
4,000
| – | – | 0.07% | 245 |
|
|
2017
Q4 | $210K | Sell |
4,000
-1,800
| -31% | -$94.6K | 0.07% | 250 |
|
|
2017
Q3 | $284K | Sell |
5,800
-7,000
| -55% | -$342K | 0.09% | 207 |
|
|
2017
Q2 | $583K | Buy |
12,800
+11,400
| +814% | +$519K | 0.16% | 147 |
|
|
2017
Q1 | $59K | Hold |
1,400
| – | – | 0.02% | 505 |
|
|
2016
Q4 | $59.1K | Sell |
1,400
-5,800
| -81% | -$245K | 0.02% | 498 |
|
|
2016
Q3 | $315K | Hold |
7,200
| – | – | 0.09% | 227 |
|
|
2016
Q2 | $314K | Hold |
7,200
| – | – | 0.09% | 209 |
|
|
2016
Q1 | $317K | Buy |
7,200
+200
| +3% | +$8.82K | 0.1% | 196 |
|
|
2015
Q4 | $293K | Buy |
+7,000
| New | +$293K | 0.08% | 233 |
|
|
2014
Q4 | – | Sell |
-30
| Closed | -$1.04K | – | 1345 |
|
|
2014
Q3 | $1.04K | Hold |
30
| – | – | ﹤0.01% | 1323 |
|
|
2014
Q2 | $1.01K | Hold |
30
| – | – | ﹤0.01% | 1236 |
|
|
2014
Q1 | $1.05K | Sell |
30
-100
| -77% | -$3.49K | ﹤0.01% | 1221 |
|
|
2013
Q4 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 1128 |
|