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9258 Wealth Management’s Agilent Technologies A Stock Holding History

9258 Wealth Management’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,362
Closed -$218K – 356
2021
Q4 		$218K Buy
1,362
+75
+6% +$12K 0.05% 337
2021
Q3 		$203K Buy
+1,287
New +$203K 0.05% 327