BWA
BDO Wealth Advisors’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $125K | Buy |
644
+129
| +25% | +$25.1K | 0.01% | 310 |
|
|
2023
Q1 | $102K | Buy |
515
+212
| +70% | +$41.8K | 0.01% | 323 |
|
|
2022
Q4 | $49.7K | Buy |
303
+1
| +0.3% | +$164 | 0.01% | 413 |
|
|
2022
Q3 | $42K | Sell |
302
-25
| -8% | -$3.48K | 0.01% | 432 |
|
|
2022
Q2 | $48K | Buy |
327
+1
| +0.3% | +$147 | 0.01% | 413 |
|
|
2022
Q1 | $54K | Hold |
326
| – | – | 0.01% | 417 |
|
|
2021
Q4 | $57K | Buy |
326
+156
| +92% | +$27.3K | 0.01% | 427 |
|
|
2021
Q3 | $28K | Buy |
170
+1
| +0.6% | +$165 | ﹤0.01% | 541 |
|
|
2021
Q2 | $29K | Buy |
169
+24
| +17% | +$4.12K | ﹤0.01% | 545 |
|
|
2021
Q1 | $22K | Buy |
145
+1
| +0.7% | +$152 | ﹤0.01% | 598 |
|
|
2020
Q4 | $21K | Hold |
144
| – | – | ﹤0.01% | 457 |
|
|
2020
Q3 | $17K | Buy |
144
+26
| +22% | +$3.07K | ﹤0.01% | 436 |
|
|
2020
Q2 | $15K | Sell |
118
-48
| -29% | -$6.1K | ﹤0.01% | 452 |
|
|
2020
Q1 | $15K | Buy |
166
+72
| +77% | +$6.51K | ﹤0.01% | 488 |
|
|
2019
Q4 | $11K | Hold |
94
| – | – | ﹤0.01% | 420 |
|
|
2019
Q3 | $11K | Hold |
94
| – | – | ﹤0.01% | 447 |
|
|
2019
Q2 | $11K | Sell |
94
-500
| -84% | -$58.5K | ﹤0.01% | 432 |
|
|
2019
Q1 | $63K | Hold |
594
| – | – | 0.02% | 256 |
|
|
2018
Q4 | $51K | Buy |
594
+169
| +40% | +$14.5K | 0.02% | 258 |
|
|
2018
Q3 | $39K | Hold |
425
| – | – | 0.01% | 315 |
|
|
2018
Q2 | $41K | Hold |
425
| – | – | 0.01% | 319 |
|
|
2018
Q1 | $39K | Buy |
425
+94
| +28% | +$8.63K | 0.01% | 270 |
|
|
2017
Q4 | $29K | Buy |
331
+31
| +10% | +$2.72K | 0.01% | 247 |
|
|
2017
Q3 | $26K | Hold |
300
| – | – | 0.01% | 238 |
|
|
2017
Q2 | $23K | Buy |
+300
| New | +$23K | 0.01% | 290 |
|