CWM
C2C Wealth Management’s Agilent Technologies A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,264
| Closed | -$250K | – | 105 |
|
|
2023
Q3 | $250K | Buy |
2,264
+14
| +0.6% | +$1.55K | 0.04% | 208 |
|
|
2023
Q2 | $267K | Buy |
2,250
+100
| +5% | +$11.9K | 0.04% | 212 |
|
|
2023
Q1 | $298K | Hold |
2,150
| – | – | 0.05% | 194 |
|
|
2022
Q4 | $332K | Hold |
2,150
| – | – | 0.06% | 128 |
|
|
2022
Q3 | $283K | Hold |
2,150
| – | – | 0.06% | 139 |
|
|
2022
Q2 | $256K | Hold |
2,150
| – | – | 0.05% | 154 |
|
|
2022
Q1 | $274K | Hold |
2,150
| – | – | 0.05% | 160 |
|
|
2021
Q4 | $343K | Buy |
+2,150
| New | +$343K | 0.05% | 158 |
|