CPA
Clear Perspective Advisors’s Baxter International BAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $261K | Sell |
3,036
-176
| -5% | -$15.1K | 0.08% | 150 |
|
|
2021
Q3 | $258K | Hold |
3,212
| – | – | 0.09% | 142 |
|
|
2021
Q2 | $259K | Sell |
3,212
-100
| -3% | -$8.06K | 0.09% | 141 |
|
|
2021
Q1 | $279K | Buy |
+3,312
| New | +$279K | 0.11% | 126 |
|
|
2020
Q4 | – | Sell |
-3,212
| Closed | -$394 | – | 129 |
|
|
2020
Q3 | $394 | Hold |
3,212
| – | – | 0.19% | 89 |
|
|
2020
Q2 | $277K | Sell |
3,212
-45
| -1% | -$3.88K | 0.15% | 101 |
|
|
2020
Q1 | $264K | Buy |
3,257
+45
| +1% | +$3.65K | 0.18% | 94 |
|
|
2019
Q4 | $269K | Sell |
3,212
-900
| -22% | -$75.4K | 0.17% | 116 |
|
|
2019
Q3 | $360K | Sell |
4,112
-75
| -2% | -$6.57K | 0.16% | 101 |
|
|
2019
Q2 | $343K | Sell |
4,187
-28
| -0.7% | -$2.29K | 0.22% | 99 |
|
|
2019
Q1 | $328K | Hold |
4,215
| – | – | 0.23% | 101 |
|
|
2018
Q4 | $277K | Sell |
4,215
-50
| -1% | -$3.29K | 0.23% | 107 |
|
|
2018
Q3 | $329K | Hold |
4,265
| – | – | 0.24% | 109 |
|
|
2018
Q2 | $315K | Hold |
4,265
| – | – | 0.22% | 110 |
|
|
2018
Q1 | $277K | Hold |
4,265
| – | – | 0.21% | 109 |
|
|
2017
Q4 | $276K | Hold |
4,265
| – | – | 0.21% | 113 |
|
|
2017
Q3 | $268K | Sell |
4,265
-558
| -12% | -$35.1K | 0.22% | 107 |
|
|
2017
Q2 | $292K | Buy |
4,823
+558
| +13% | +$33.8K | 0.25% | 100 |
|
|
2017
Q1 | $221K | Hold |
4,265
| – | – | 0.15% | 115 |
|
|
2016
Q4 | $189K | Buy |
+4,265
| New | +$189K | 0.13% | 129 |
|