Bernardo Wealth Planning’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-895
| Closed | -$447K | – | 78 |
|
|
2020
Q4 | $447K | Sell |
895
-20
| -2% | -$9.99K | 0.17% | 104 |
|
|
2020
Q3 | $448K | Buy |
915
+10
| +1% | +$4.9K | 0.2% | 88 |
|
|
2020
Q2 | $393K | Hold |
905
| – | – | 0.21% | 87 |
|
|
2020
Q1 | $288K | Buy |
905
+109
| +14% | +$34.7K | 0.2% | 111 |
|
|
2019
Q4 | $262K | Sell |
796
-16
| -2% | -$5.27K | 0.16% | 134 |
|
|
2019
Q3 | $224K | Buy |
812
+1
| +0.1% | +$276 | 0.16% | 133 |
|
|
2019
Q2 | $239K | Hold |
811
| – | – | 0.19% | 122 |
|
|
2019
Q1 | $216K | Buy |
+811
| New | +$216K | 0.17% | 131 |
|