AWA
ARS Wealth Advisors’s Stryker SYK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $244K | Hold |
939
| – | – | 0.04% | 124 |
|
2021
Q1 | $229K | Hold |
939
| – | – | 0.05% | 112 |
|
2020
Q4 | $230K | Sell |
939
-75
| -7% | -$18.4K | 0.05% | 109 |
|
2020
Q3 | $211K | Buy |
+1,014
| New | +$211K | 0.06% | 101 |
|
2020
Q1 | – | Sell |
-1,113
| Closed | -$234K | – | 106 |
|
2019
Q4 | $234K | Buy |
1,113
+38
| +4% | +$7.99K | 0.07% | 101 |
|
2019
Q3 | $233K | Sell |
1,075
-331
| -24% | -$71.7K | 0.07% | 99 |
|
2019
Q2 | $289K | Hold |
1,406
| – | – | 0.09% | 90 |
|
2019
Q1 | $278K | Hold |
1,406
| – | – | 0.09% | 87 |
|
2018
Q4 | $220K | Hold |
1,406
| – | – | 0.08% | 97 |
|
2018
Q3 | $250K | Sell |
1,406
-99
| -7% | -$17.6K | 0.08% | 100 |
|
2018
Q2 | $254K | Hold |
1,505
| – | – | 0.09% | 95 |
|
2018
Q1 | $242K | Hold |
1,505
| – | – | 0.09% | 102 |
|
2017
Q4 | $233K | Sell |
1,505
-142
| -9% | -$22K | 0.09% | 110 |
|
2017
Q3 | $234K | Sell |
1,647
-120
| -7% | -$17K | 0.09% | 114 |
|
2017
Q2 | $245K | Hold |
1,767
| – | – | 0.1% | 102 |
|
2017
Q1 | $233K | Sell |
1,767
-8
| -0.5% | -$1.06K | 0.1% | 103 |
|
2016
Q4 | $213K | Sell |
1,775
-306
| -15% | -$36.7K | 0.1% | 100 |
|
2016
Q3 | $242K | Buy |
2,081
+6
| +0.3% | +$698 | 0.1% | 81 |
|
2016
Q2 | $249K | Hold |
2,075
| – | – | 0.11% | 70 |
|
2016
Q1 | $223K | Sell |
2,075
-190
| -8% | -$20.4K | 0.1% | 70 |
|
2015
Q4 | $211K | Sell |
2,265
-200
| -8% | -$18.6K | 0.11% | 72 |
|
2015
Q3 | $232K | Buy |
2,465
+190
| +8% | +$17.9K | 0.12% | 67 |
|
2015
Q2 | $217K | Hold |
2,275
| – | – | 0.1% | 69 |
|
2015
Q1 | $210K | Hold |
2,275
| – | – | 0.09% | 71 |
|
2014
Q4 | $215K | Sell |
2,275
-225
| -9% | -$21.3K | 0.09% | 68 |
|
2014
Q3 | $202K | Hold |
2,500
| – | – | 0.09% | 68 |
|
2014
Q2 | $211K | Hold |
2,500
| – | – | 0.1% | 70 |
|
2014
Q1 | $204K | Buy |
+2,500
| New | +$204K | 0.12% | 61 |
|