BCWM
ABB
Bartlett & Co Wealth Management’s ABB Ltd. ABB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-120
| Closed | -$4.6K | – | 1329 |
|
|
2022
Q1 | $4.6K | Buy |
+120
| New | +$4.6K | ﹤0.01% | 928 |
|
|
2021
Q4 | – | Sell |
-820
| Closed | -$27.4K | – | 934 |
|
|
2021
Q3 | $27.4K | Sell |
820
-93
| -10% | -$3.1K | ﹤0.01% | 596 |
|
|
2021
Q2 | $31K | Hold |
913
| – | – | ﹤0.01% | 578 |
|
|
2021
Q1 | $28.6K | Hold |
913
| – | – | ﹤0.01% | 625 |
|
|
2020
Q4 | $25.5K | Buy |
913
+93
| +11% | +$2.6K | ﹤0.01% | 636 |
|
|
2020
Q3 | $20.9K | Hold |
820
| – | – | ﹤0.01% | 614 |
|
|
2020
Q2 | $18.5K | Sell |
820
-1,500
| -65% | -$33.8K | ﹤0.01% | 615 |
|
|
2020
Q1 | $42K | Sell |
2,320
-1,125
| -33% | -$20.3K | ﹤0.01% | 492 |
|
|
2019
Q4 | $83K | Hold |
3,445
| – | – | ﹤0.01% | 430 |
|
|
2019
Q3 | $67.8K | Hold |
3,445
| – | – | ﹤0.01% | 465 |
|
|
2019
Q2 | $69K | Sell |
3,445
-1,782
| -34% | -$35.7K | ﹤0.01% | 380 |
|
|
2019
Q1 | $98.6K | Sell |
5,227
-5,268
| -50% | -$99.4K | ﹤0.01% | 321 |
|
|
2018
Q4 | $200K | Hold |
10,495
| – | – | 0.01% | 251 |
|
|
2018
Q3 | $248K | Sell |
10,495
-1,600
| -13% | -$37.8K | 0.01% | 240 |
|
|
2018
Q2 | $263K | Sell |
12,095
-1,500
| -11% | -$32.7K | 0.01% | 231 |
|
|
2018
Q1 | $323K | Buy |
+13,595
| New | +$323K | 0.01% | 219 |
|