Burt Wealth Advisors’s Baxter International BAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-314
| Closed | -$25K | – | 117 |
|
|
2020
Q4 | $25K | Hold |
314
| – | – | 0.01% | 226 |
|
|
2020
Q3 | $25K | Hold |
314
| – | – | 0.01% | 224 |
|
|
2020
Q2 | $27K | Hold |
314
| – | – | 0.01% | 213 |
|
|
2020
Q1 | $25K | Hold |
314
| – | – | 0.01% | 209 |
|
|
2019
Q4 | $26K | Hold |
314
| – | – | 0.01% | 216 |
|
|
2019
Q3 | $27K | Hold |
314
| – | – | 0.01% | 210 |
|
|
2019
Q2 | $26K | Hold |
314
| – | – | 0.01% | 212 |
|
|
2019
Q1 | $26K | Hold |
314
| – | – | 0.01% | 215 |
|
|
2018
Q4 | $21K | Hold |
314
| – | – | 0.01% | 229 |
|
|
2018
Q3 | $24K | Hold |
314
| – | – | 0.01% | 236 |
|
|
2018
Q2 | $23K | Hold |
314
| – | – | 0.01% | 236 |
|
|
2018
Q1 | $20K | Hold |
314
| – | – | 0.01% | 252 |
|
|
2017
Q4 | $20K | Hold |
314
| – | – | 0.01% | 239 |
|
|
2017
Q3 | $20K | Sell |
314
-303
| -49% | -$18.7K | 0.01% | 231 |
|
|
2017
Q2 | $37K | Buy |
617
+303
| +96% | +$17.2K | 0.03% | 211 |
|
|
2017
Q1 | $16K | Hold |
314
| – | – | 0.01% | 233 |
|
|
2016
Q4 | $14K | Sell |
314
-107
| -25% | -$4.95K | 0.01% | 253 |
|
|
2016
Q3 | $20K | Hold |
421
| – | – | 0.02% | 217 |
|
|
2016
Q2 | $19K | Buy |
421
+1
| +0.2% | +$44 | 0.02% | 216 |
|
|
2016
Q1 | $17K | Hold |
420
| – | – | 0.02% | 263 |
|
|
2015
Q4 | $16K | Hold |
420
| – | – | 0.01% | 229 |
|
|
2015
Q3 | $13K | Sell |
420
-350
| -45% | -$13.2K | 0.02% | 219 |
|
|
2015
Q2 | $29K | Hold |
770
| – | – | 0.03% | 175 |
|
|
2015
Q1 | $29K | Sell |
770
-283
| -27% | -$10.7K | 0.03% | 166 |
|
|
2014
Q4 | $42K | Buy |
+1,053
| New | +$41K | 0.04% | 149 |
|
Other funds holding BAX
GIM
VAM
