Carson Wealth (CWM LLC)’s ABB Ltd. ABB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,927
| Closed | -$135K | – | 4576 |
|
|
2023
Q1 | $135K | Buy |
3,927
+421
| +12% | +$14.5K | ﹤0.01% | 1353 |
|
|
2022
Q4 | $107K | Sell |
3,506
-419
| -11% | -$12.8K | ﹤0.01% | 1352 |
|
|
2022
Q3 | $101K | Buy |
3,925
+873
| +29% | +$22.5K | ﹤0.01% | 1323 |
|
|
2022
Q2 | $82K | Buy |
3,052
+355
| +13% | +$9.54K | ﹤0.01% | 1398 |
|
|
2022
Q1 | $87K | Buy |
2,697
+500
| +23% | +$16.1K | ﹤0.01% | 1383 |
|
|
2021
Q4 | $84K | Buy |
+2,197
| New | +$84K | ﹤0.01% | 1374 |
|
|
2021
Q2 | $45K | Hold |
1,335
| – | – | ﹤0.01% | 1442 |
|
|
2021
Q1 | $45K | Hold |
1,335
| – | – | ﹤0.01% | 1442 |
|
|
2020
Q4 | $45K | Hold |
1,335
| – | – | ﹤0.01% | 1442 |
|
|
2020
Q3 | $45K | Hold |
1,335
| – | – | ﹤0.01% | 1442 |
|
|
2020
Q2 | $45K | Hold |
1,335
| – | – | ﹤0.01% | 1442 |
|
|
2020
Q1 | $45K | Hold |
1,335
| – | – | ﹤0.01% | 1442 |
|
|
2019
Q4 | $45K | Hold |
1,335
| – | – | ﹤0.01% | 1442 |
|
|
2019
Q3 | $45K | Hold |
1,335
| – | – | ﹤0.01% | 1442 |
|
|
2019
Q2 | $45K | Hold |
1,335
| – | – | ﹤0.01% | 1442 |
|
|
2019
Q1 | $45K | Buy |
1,335
+1,088
| +440% | +$36.7K | ﹤0.01% | 1442 |
|
|
2018
Q4 | $5K | Buy |
247
+115
| +87% | +$2.33K | ﹤0.01% | 1554 |
|
|
2018
Q3 | $3K | Sell |
132
-1
| -0.8% | -$23 | ﹤0.01% | 1479 |
|
|
2018
Q2 | $3K | Buy |
+133
| New | +$3K | ﹤0.01% | 1320 |
|
|
2018
Q1 | – | Sell |
-505
| Closed | -$14K | – | 1567 |
|
|
2017
Q4 | $14K | Buy |
+505
| New | +$14K | ﹤0.01% | 796 |
|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$23K | – | 1207 |
|
|
2016
Q3 | $23K | Buy |
+1,000
| New | +$23K | ﹤0.01% | 538 |
|
|
2016
Q2 | – | Sell |
-1,000
| Closed | -$19K | – | 877 |
|
|
2016
Q1 | $19K | Sell |
1,000
-47
| -4% | -$893 | ﹤0.01% | 447 |
|
|
2015
Q4 | $19K | Buy |
1,047
+47
| +5% | +$853 | ﹤0.01% | 401 |
|
|
2015
Q3 | $18K | Buy |
+1,000
| New | +$18K | ﹤0.01% | 381 |
|