Berman Capital Advisors’s Agilent Technologies A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $160K | Buy |
1,022
+136
| +15% | +$21.3K | 0.03% | 318 |
|
|
2021
Q2 | $130K | Buy |
886
+215
| +32% | +$31.5K | 0.02% | 314 |
|
|
2021
Q1 | $85K | Buy |
671
+230
| +52% | +$29.1K | 0.02% | 342 |
|
|
2020
Q4 | $52K | Buy |
441
+33
| +8% | +$3.89K | 0.01% | 402 |
|
|
2020
Q3 | $41K | Hold |
408
| – | – | 0.01% | 393 |
|
|
2020
Q2 | $36K | Buy |
408
+8
| +2% | +$706 | 0.01% | 396 |
|
|
2020
Q1 | $28K | Buy |
400
+162
| +68% | +$11.3K | 0.01% | 408 |
|
|
2019
Q4 | $20K | Buy |
238
+1
| +0.4% | +$84 | 0.01% | 529 |
|
|
2019
Q3 | $18K | Hold |
237
| – | – | 0.01% | 531 |
|
|
2019
Q2 | $17K | Sell |
237
-81
| -25% | -$5.81K | 0.01% | 556 |
|
|
2019
Q1 | $25K | Buy |
318
+95
| +43% | +$7.47K | 0.01% | 402 |
|
|
2018
Q4 | $15K | Buy |
+223
| New | +$15K | 0.01% | 431 |
|