CFA
Compass Financial Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,831
| Closed | -$929K | – | 2 |
|
|
2023
Q1 | $929K | Buy |
5,831
+6
| +0.1% | +$956 | 1.18% | 26 |
|
|
2022
Q4 | $941K | Sell |
5,825
-76
| -1% | -$12.3K | 1.27% | 18 |
|
|
2022
Q3 | $792K | Sell |
5,901
-651
| -10% | -$87.4K | 1.18% | 23 |
|
|
2022
Q2 | $1M | Buy |
6,552
+70
| +1% | +$10.7K | 1.37% | 17 |
|
|
2022
Q1 | $1.05M | Buy |
6,482
+705
| +12% | +$114K | 1.16% | 23 |
|
|
2021
Q4 | $782K | Buy |
+5,777
| New | +$782K | 0.86% | 36 |
|