Apriem Advisors’s Agilent Technologies A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-3,906
| Closed | -$156K | – | 579 |
|
|
2016
Q1 | $156K | Sell |
3,906
-200
| -5% | -$7.99K | 0.06% | 113 |
|
|
2015
Q4 | $172K | Hold |
4,106
| – | – | 0.06% | 104 |
|
|
2015
Q3 | $141K | Hold |
4,106
| – | – | 0.05% | 120 |
|
|
2015
Q2 | $158K | Hold |
4,106
| – | – | 0.05% | 111 |
|
|
2015
Q1 | $171K | Hold |
4,106
| – | – | 0.06% | 110 |
|
|
2014
Q4 | $168K | Sell |
4,106
-1,634
| -28% | -$66.9K | 0.06% | 100 |
|
|
2014
Q3 | $234K | Hold |
5,740
| – | – | 0.09% | 91 |
|
|
2014
Q2 | $236K | Buy |
5,740
+279
| +5% | +$11.5K | 0.09% | 107 |
|
|
2014
Q1 | $218K | Hold |
5,461
| – | – | 0.08% | 112 |
|
|
2013
Q4 | $223K | Hold |
5,461
| – | – | 0.09% | 103 |
|
|
2013
Q3 | $200K | Hold |
5,461
| – | – | 0.09% | 104 |
|
|
2013
Q2 | $167K | Buy |
+5,461
| New | +$167K | 0.08% | 111 |
|