AE Wealth Management’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,199
| Closed | -$59K | – | 1394 |
|
|
2023
Q4 | $59K | Sell |
10,199
-6,677
| -40% | -$38.6K | ﹤0.01% | 1975 |
|
|
2023
Q3 | $82K | Sell |
16,876
-388
| -2% | -$1.89K | ﹤0.01% | 1856 |
|
|
2023
Q2 | $94.1K | Buy |
17,264
+1,766
| +11% | +$9.63K | ﹤0.01% | 1811 |
|
|
2023
Q1 | $90.7K | Buy |
15,498
+1,313
| +9% | +$7.68K | ﹤0.01% | 1793 |
|
|
2022
Q4 | $82.8K | Sell |
14,185
-36
| -0.3% | -$210 | ﹤0.01% | 1725 |
|
|
2022
Q3 | $82K | Sell |
14,221
-1,681
| -11% | -$9.69K | ﹤0.01% | 1665 |
|
|
2022
Q2 | $118K | Sell |
15,902
-5,443
| -26% | -$40.4K | ﹤0.01% | 1628 |
|
|
2022
Q1 | $195K | Buy |
21,345
+1,691
| +9% | +$15.4K | ﹤0.01% | 1575 |
|
|
2021
Q4 | $214K | Sell |
19,654
-18,255
| -48% | -$199K | ﹤0.01% | 1580 |
|
|
2021
Q3 | $425K | Sell |
37,909
-435
| -1% | -$4.88K | ﹤0.01% | 1226 |
|
|
2021
Q2 | $482K | Sell |
38,344
-8,114
| -17% | -$102K | ﹤0.01% | 1150 |
|
|
2021
Q1 | $613K | Buy |
46,458
+25,386
| +120% | +$335K | 0.01% | 934 |
|
|
2020
Q4 | $252K | Buy |
21,072
+2,449
| +13% | +$29.3K | ﹤0.01% | 1192 |
|
|
2020
Q3 | $203K | Sell |
18,623
-92
| -0.5% | -$1K | ﹤0.01% | 1173 |
|
|
2020
Q2 | $174K | Buy |
18,715
+1,451
| +8% | +$13.5K | ﹤0.01% | 1162 |
|
|
2020
Q1 | $140K | Buy |
17,264
+346
| +2% | +$2.81K | ﹤0.01% | 1027 |
|
|
2019
Q4 | $149K | Sell |
16,918
-220
| -1% | -$1.94K | ﹤0.01% | 1077 |
|
|
2019
Q3 | $137K | Sell |
17,138
-9,104
| -35% | -$72.8K | ﹤0.01% | 944 |
|
|
2019
Q2 | $249K | Buy |
+26,242
| New | +$249K | 0.01% | 824 |
|