Baker Tilly Wealth Management’s Agilent Technologies A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,203
| Closed | -$626K | – | 457 |
|
2023
Q2 | $626K | Buy |
5,203
+237
| +5% | +$28.5K | 0.07% | 287 |
|
2023
Q1 | $687K | Buy |
4,966
+1,262
| +34% | +$175K | 0.08% | 266 |
|
2022
Q4 | $554K | Buy |
3,704
+1,031
| +39% | +$154K | 0.07% | 294 |
|
2022
Q3 | $325K | Sell |
2,673
-160
| -6% | -$19.5K | 0.04% | 397 |
|
2022
Q2 | $336K | Buy |
+2,833
| New | +$336K | 0.04% | 394 |
|