YorkBridge Wealth Partners’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
Q3 | – | Sell |
-994
| Closed | -$39K | – | 347 |
|
|
2019
Q2 | $39K | Sell |
994
-216
| -18% | -$8.48K | 0.02% | 391 |
|
|
2019
Q1 | $49K | Sell |
1,210
-5,466
| -82% | -$221K | 0.02% | 362 |
|
|
2018
Q4 | $216K | Sell |
6,676
-1,001
| -13% | -$32.4K | 0.11% | 144 |
|
|
2018
Q3 | $405K | Buy |
7,677
+5
| +0.1% | +$264 | 0.19% | 114 |
|
|
2018
Q2 | $386K | Buy |
7,672
+1,564
| +26% | +$78.7K | 0.17% | 120 |
|
|
2018
Q1 | $311K | Buy |
6,108
+847
| +16% | +$43.1K | 0.14% | 138 |
|
|
2017
Q4 | $278K | Buy |
5,261
+556
| +12% | +$29.4K | 0.13% | 147 |
|
|
2017
Q3 | $230K | Buy |
4,705
+92
| +2% | +$4.5K | 0.12% | 159 |
|
|
2017
Q2 | $222K | Buy |
4,613
+749
| +19% | +$36K | 0.12% | 161 |
|
|
2017
Q1 | $176K | Buy |
3,864
+4
| +0.1% | +$182 | 0.09% | 181 |
|
|
2016
Q4 | $152K | Buy |
+3,860
| New | +$152K | 0.09% | 185 |
|