CPA
Clear Perspective Advisors’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $254K | Sell |
1,445
-10
| -0.7% | -$1.76K | 0.08% | 153 |
|
|
2021
Q3 | $244K | Hold |
1,455
| – | – | 0.08% | 146 |
|
|
2021
Q2 | $250K | Hold |
1,455
| – | – | 0.09% | 145 |
|
|
2021
Q1 | $226K | Hold |
1,455
| – | – | 0.09% | 145 |
|
|
2020
Q4 | $215K | Buy |
+1,455
| New | +$215K | 0.09% | 136 |
|
|
2018
Q3 | – | Sell |
-1,551
| Closed | -$149K | – | 146 |
|
|
2018
Q2 | $149K | Sell |
1,551
-390
| -20% | -$37.5K | 0.1% | 164 |
|
|
2018
Q1 | $177K | Buy |
1,941
+211
| +12% | +$19.2K | 0.13% | 141 |
|
|
2017
Q4 | $154K | Buy |
1,730
+216
| +14% | +$19.2K | 0.12% | 157 |
|
|
2017
Q3 | $130K | Buy |
1,514
+1,476
| +3,884% | +$127K | 0.11% | 164 |
|
|
2017
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 409 |
|
|
2017
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 366 |
|
|
2016
Q4 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 359 |
|