CPA
Clear Perspective Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $858K | Sell |
6,339
-2,519
| -28% | -$341K | 0.26% | 66 |
|
|
2021
Q3 | $956K | Buy |
8,858
+5,081
| +135% | +$548K | 0.33% | 59 |
|
|
2021
Q2 | $438K | Sell |
3,777
-5,613
| -60% | -$651K | 0.15% | 99 |
|
|
2021
Q1 | $1.02M | Buy |
9,390
+1,155
| +14% | +$125K | 0.4% | 53 |
|
|
2020
Q4 | $882K | Buy |
8,235
+29
| +0.4% | +$3.11K | 0.36% | 52 |
|
|
2020
Q3 | $363 | Buy |
8,206
+501
| +7% | +$22 | 0.17% | 98 |
|
|
2020
Q2 | $756K | Buy |
7,705
+1,646
| +27% | +$162K | 0.41% | 45 |
|
|
2020
Q1 | $462K | Buy |
6,059
+173
| +3% | +$13.2K | 0.31% | 64 |
|
|
2019
Q4 | $521K | Sell |
5,886
-715
| -11% | -$63.3K | 0.32% | 77 |
|
|
2019
Q3 | $500K | Buy |
6,601
+392
| +6% | +$29.7K | 0.23% | 83 |
|
|
2019
Q2 | $452K | Buy |
6,209
+1,439
| +30% | +$105K | 0.29% | 87 |
|
|
2019
Q1 | $383K | Sell |
4,770
-1,971
| -29% | -$158K | 0.27% | 94 |
|
|
2018
Q4 | $621K | Sell |
6,741
-25
| -0.4% | -$2.3K | 0.52% | 59 |
|
|
2018
Q3 | $640K | Buy |
6,766
+50
| +0.7% | +$4.73K | 0.47% | 65 |
|
|
2018
Q2 | $622K | Buy |
6,716
+2,616
| +64% | +$242K | 0.44% | 68 |
|
|
2018
Q1 | $388K | Hold |
4,100
| – | – | 0.29% | 85 |
|
|
2017
Q4 | $397K | Hold |
4,100
| – | – | 0.3% | 87 |
|
|
2017
Q3 | $364K | Hold |
4,100
| – | – | 0.3% | 86 |
|
|
2017
Q2 | $297K | Hold |
4,100
| – | – | 0.25% | 98 |
|
|
2017
Q1 | $267K | Sell |
4,100
-2,500
| -38% | -$163K | 0.18% | 103 |
|
|
2016
Q4 | $413K | Buy |
+6,600
| New | +$413K | 0.27% | 80 |
|