Bernicke Wealth Management’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-9,071
| Closed | -$731K | – | 47 |
|
2019
Q1 | $731K | Buy |
9,071
+560
| +7% | +$45.1K | 0.46% | 39 |
|
2018
Q4 | $785K | Buy |
8,511
+546
| +7% | +$50.4K | 0.54% | 29 |
|
2018
Q3 | $753K | Buy |
7,965
+750
| +10% | +$70.9K | 0.5% | 39 |
|
2018
Q2 | $669K | Buy |
7,215
+557
| +8% | +$51.6K | 0.47% | 35 |
|
2018
Q1 | $630K | Sell |
6,658
-1,447
| -18% | -$137K | 0.46% | 26 |
|
2017
Q4 | $784K | Buy |
8,105
+429
| +6% | +$41.5K | 0.59% | 15 |
|
2017
Q3 | $682K | Buy |
7,676
+1,021
| +15% | +$90.7K | 0.53% | 17 |
|
2017
Q2 | $483K | Buy |
6,655
+2,406
| +57% | +$175K | 0.39% | 25 |
|
2017
Q1 | $277K | Buy |
+4,249
| New | +$277K | 0.23% | 41 |
|