CW
Cobiz Wealth’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $534K | Sell |
7,349
-500
| -6% | -$36.3K | 0.11% | 81 |
|
|
2019
Q1 | $633K | Sell |
7,849
-2,404
| -23% | -$194K | 0.12% | 87 |
|
|
2018
Q4 | $945K | Sell |
10,253
-190
| -2% | -$17.5K | 0.21% | 79 |
|
|
2018
Q3 | $988K | Sell |
10,443
-140
| -1% | -$13.2K | 0.19% | 74 |
|
|
2018
Q2 | $980K | Hold |
10,583
| – | – | 0.2% | 73 |
|
|
2018
Q1 | $1M | Sell |
10,583
-305
| -3% | -$28.9K | 0.21% | 74 |
|
|
2017
Q4 | $1.05M | Sell |
10,888
-2,006
| -16% | -$194K | 0.22% | 74 |
|
|
2017
Q3 | $1.15M | Buy |
12,894
+3,563
| +38% | +$317K | 0.25% | 72 |
|
|
2017
Q2 | $677K | Sell |
9,331
-575
| -6% | -$41.7K | 0.15% | 87 |
|
|
2017
Q1 | $645K | Buy |
9,906
+3,619
| +58% | +$236K | 0.14% | 91 |
|
|
2016
Q4 | $394K | Hold |
6,287
| – | – | 0.09% | 104 |
|
|
2016
Q3 | $397K | Sell |
6,287
-441
| -7% | -$27.8K | 0.1% | 105 |
|
|
2016
Q2 | $417K | Hold |
6,728
| – | – | 0.11% | 108 |
|
|
2016
Q1 | $384K | Sell |
6,728
-395
| -6% | -$22.5K | 0.09% | 112 |
|
|
2015
Q4 | $422K | Buy |
7,123
+115
| +2% | +$6.81K | 0.1% | 113 |
|
|
2015
Q3 | $381K | Buy |
7,008
+720
| +11% | +$39.1K | 0.09% | 112 |
|
|
2015
Q2 | $422K | Buy |
6,288
+188
| +3% | +$12.6K | 0.09% | 107 |
|
|
2015
Q1 | $357K | Buy |
6,100
+322
| +6% | +$18.8K | 0.08% | 107 |
|
|
2014
Q4 | $378K | Sell |
5,778
-74
| -1% | -$4.84K | 0.09% | 108 |
|
|
2014
Q3 | $338K | Sell |
5,852
-248
| -4% | -$14.3K | 0.08% | 109 |
|
|
2014
Q2 | $344K | Sell |
6,100
-227
| -4% | -$12.8K | 0.08% | 110 |
|
|
2014
Q1 | $325K | Sell |
6,327
-174
| -3% | -$8.94K | 0.08% | 110 |
|
|
2013
Q4 | $343K | Sell |
6,501
-123
| -2% | -$6.49K | 0.08% | 104 |
|
|
2013
Q3 | $296K | Buy |
6,624
+1,402
| +27% | +$62.7K | 0.08% | 107 |
|
|
2013
Q2 | $216K | Buy |
+5,222
| New | +$216K | 0.06% | 101 |
|