Aevitas Wealth Management’s Allergan plc AGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-706
| Closed | -$103K | – | 386 |
|
|
2019
Q1 | $103K | Sell |
706
-1,410
| -67% | -$206K | 0.09% | 137 |
|
|
2018
Q4 | $283K | Buy |
2,116
+2
| +0.1% | +$267 | 0.29% | 80 |
|
|
2018
Q3 | $403K | Buy |
2,114
+2
| +0.1% | +$381 | 0.36% | 71 |
|
|
2018
Q2 | $352K | Sell |
2,112
-57
| -3% | -$9.5K | 0.34% | 73 |
|
|
2018
Q1 | $365K | Sell |
2,169
-323
| -13% | -$54.4K | 0.36% | 69 |
|
|
2017
Q4 | $408K | Buy |
+2,492
| New | +$408K | 0.39% | 66 |
|