Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,024
Closed -$35K 4781
2023
Q1
$35K Buy
+1,024
New +$34.3K 0.01% 1581
2022
Q4
Sell
-35,948
Closed -$1.05M 5840
2022
Q3
$922K Buy
35,948
+34,404
+2,228% +$966K 0.11% 331
2022
Q2
$41K Buy
+1,544
New +$45.9K 0.01% 2114
2022
Q1
Sell
-7,827
Closed -$273K 6676
2021
Q4
$298K Buy
+7,827
New +$275K 0.02% 1043
2021
Q3
Hold
0
7018
2021
Q2
Sell
-3,569
Closed -$119K 6987
2021
Q1
$108K Sell
3,569
-3,176
-47% -$95.4K 0.01% 1715
2020
Q4
$188K Buy
+6,745
New +$180K 0.02% 1126
2020
Q3
Hold
0
5813
2020
Q2
Sell
-49,816
Closed -$958K 5493
2020
Q1
$859K Buy
49,816
+37,596
+308% +$821K 0.08% 383
2019
Q4
$294K Buy
12,220
+10,480
+602% +$225K 0.02% 652
2019
Q3
$34K Sell
1,740
-447
-20% -$8.53K ﹤0.01% 1813
2019
Q2
$43K Sell
2,187
-63,100
-97% -$1.23M 0.01% 1655
2019
Q1
$1.23M Buy
65,287
+61,137
+1,473% +$1.18M 0.16% 148
2018
Q4
$78K Buy
+4,150
New +$84K 0.01% 1206
2018
Q3
Sell
-900
Closed -$20.6K 5262
2018
Q2
$19K Sell
900
-7,011
-89% -$163K ﹤0.01% 2239
2018
Q1
$187K Sell
7,911
-8,800
-53% -$226K 0.02% 856
2017
Q4
$448K Buy
16,711
+166
+1% +$4.26K 0.02% 592
2017
Q3
$409K Sell
16,545
-567
-3% -$13.6K 0.02% 755
2017
Q2
$426K Buy
17,112
+3,700
+28% +$90.8K 0.02% 788
2017
Q1
$313K Buy
13,412
+9,492
+242% +$217K 0.02% 889
2016
Q4
$82K Buy
+3,920
New +$83.6K ﹤0.01% 2091
2016
Q3
Hold
0
7935
2016
Q2
Sell
-5,274
Closed -$108K 7818
2016
Q1
$102K Sell
5,274
-21,663
-80% -$383K 0.01% 1603
2015
Q4
$477K Buy
+26,937
New +$496K 0.04% 640

Other funds holding ABB