CPA
Clear Perspective Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $535K | Buy |
3,800
+43
| +1% | +$6.05K | 0.16% | 94 |
|
|
2021
Q3 | $444K | Buy |
3,757
+314
| +9% | +$37.1K | 0.15% | 98 |
|
|
2021
Q2 | $399K | Sell |
3,443
-270
| -7% | -$31.3K | 0.14% | 106 |
|
|
2021
Q1 | $445K | Buy |
3,713
+918
| +33% | +$110K | 0.17% | 92 |
|
|
2020
Q4 | $306K | Sell |
2,795
-219
| -7% | -$24K | 0.13% | 113 |
|
|
2020
Q3 | $380 | Buy |
3,014
+68
| +2% | +$9 | 0.18% | 94 |
|
|
2020
Q2 | $269K | Hold |
2,946
| – | – | 0.15% | 105 |
|
|
2020
Q1 | $232K | Sell |
2,946
-964
| -25% | -$75.9K | 0.15% | 102 |
|
|
2019
Q4 | $340K | Sell |
3,910
-2,515
| -39% | -$219K | 0.21% | 99 |
|
|
2019
Q3 | $538K | Hold |
6,425
| – | – | 0.24% | 76 |
|
|
2019
Q2 | $540K | Buy |
6,425
+50
| +0.8% | +$4.2K | 0.35% | 71 |
|
|
2019
Q1 | $488K | Hold |
6,375
| – | – | 0.35% | 79 |
|
|
2018
Q4 | $461K | Hold |
6,375
| – | – | 0.38% | 80 |
|
|
2018
Q3 | $468K | Sell |
6,375
-93
| -1% | -$6.83K | 0.35% | 86 |
|
|
2018
Q2 | $394K | Hold |
6,468
| – | – | 0.28% | 94 |
|
|
2018
Q1 | $388K | Hold |
6,468
| – | – | 0.29% | 86 |
|
|
2017
Q4 | $369K | Hold |
6,468
| – | – | 0.28% | 90 |
|
|
2017
Q3 | $345K | Hold |
6,468
| – | – | 0.28% | 94 |
|
|
2017
Q2 | $314K | Hold |
6,468
| – | – | 0.26% | 92 |
|
|
2017
Q1 | $287K | Sell |
6,468
-2,000
| -24% | -$88.7K | 0.19% | 97 |
|
|
2016
Q4 | $325K | Buy |
+8,468
| New | +$325K | 0.22% | 98 |
|