Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$308K Sell
11,992
-163
-1% -$4.58K ﹤0.01% 1424
2022
Q2
$325K Sell
12,155
-5,303
-30% -$158K ﹤0.01% 1452
2022
Q1
$565K Sell
17,458
-264
-1% -$9.21K ﹤0.01% 1495
2021
Q4
$676K Buy
17,722
+299
+2% +$10.5K ﹤0.01% 1263
2021
Q3
$397K Buy
17,423
+1,392
+9% +$50.6K ﹤0.01% 1248
2021
Q2
$545K Sell
16,031
-5,418
-25% -$181K ﹤0.01% 1326
2021
Q1
$654K Buy
21,449
+248
+1% +$7.45K ﹤0.01% 1221
2020
Q4
$593K Sell
21,201
-290
-1% -$7.73K ﹤0.01% 1194
2020
Q3
$547K Buy
21,491
+790
+4% +$20.2K ﹤0.01% 1112
2020
Q2
$467K Buy
20,701
+1,783
+9% +$34.3K ﹤0.01% 1105
2020
Q1
$327K Buy
18,918
+605
+3% +$13.2K ﹤0.01% 1128
2019
Q4
$441K Sell
18,313
-140
-0.8% -$3K ﹤0.01% 1149
2019
Q3
$363K Buy
+18,453
New +$352K ﹤0.01% 1171

Other funds holding ABB