Edge Wealth Management’s Agilent Technologies A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-635
| Closed | -$101K | – | 93 |
|
|
2021
Q4 | $101K | Hold |
635
| – | – | 0.02% | 136 |
|
|
2021
Q3 | $100K | Hold |
635
| – | – | 0.02% | 133 |
|
|
2021
Q2 | $94K | Hold |
635
| – | – | 0.02% | 140 |
|
|
2021
Q1 | $81K | Hold |
635
| – | – | 0.02% | 153 |
|
|
2020
Q4 | $75K | Hold |
635
| – | – | 0.02% | 154 |
|
|
2020
Q3 | $64K | Sell |
635
-106
| -14% | -$10.2K | 0.01% | 182 |
|
|
2020
Q2 | $66K | Hold |
741
| – | – | 0.01% | 244 |
|
|
2020
Q1 | $53K | Hold |
741
| – | – | 0.01% | 233 |
|
|
2019
Q4 | $63K | Buy |
741
+1
| +0.1% | +$79 | 0.01% | 234 |
|
|
2019
Q3 | $56K | Hold |
740
| – | – | 0.01% | 243 |
|
|
2019
Q2 | $55K | Hold |
740
| – | – | 0.01% | 251 |
|
|
2019
Q1 | $59K | Hold |
740
| – | – | 0.01% | 226 |
|
|
2018
Q4 | $50K | Hold |
740
| – | – | 0.01% | 247 |
|
|
2018
Q3 | $52K | Hold |
740
| – | – | 0.01% | 250 |
|
|
2018
Q2 | $46K | Buy |
740
+1
| +0.1% | +$65 | 0.01% | 248 |
|
|
2018
Q1 | $49K | Hold |
739
| – | – | 0.01% | 225 |
|
|
2017
Q4 | $49K | Hold |
739
| – | – | 0.01% | 220 |
|
|
2017
Q3 | $47K | Buy |
739
+35
| +5% | +$2.18K | 0.01% | 225 |
|
|
2017
Q2 | $42K | Buy |
704
+1
| +0.1% | +$57 | 0.01% | 230 |
|
|
2017
Q1 | $37K | Hold |
703
| – | – | 0.01% | 228 |
|
|
2016
Q4 | $32K | Hold |
703
| – | – | 0.01% | 225 |
|
|
2016
Q3 | $33K | Hold |
703
| – | – | 0.01% | 219 |
|
|
2016
Q2 | $31K | Buy |
703
+601
| +589% | +$25.9K | 0.01% | 208 |
|
|
2016
Q1 | $4K | Hold |
102
| – | – | ﹤0.01% | 347 |
|
|
2015
Q4 | $4K | Hold |
102
| – | – | ﹤0.01% | 355 |
|
|
2015
Q3 | $3K | Buy |
102
+1
| +1% | +$38 | ﹤0.01% | 369 |
|
|
2015
Q2 | $4K | Hold |
101
| – | – | ﹤0.01% | 352 |
|
|
2015
Q1 | $4K | Hold |
101
| – | – | ﹤0.01% | 350 |
|
|
2014
Q4 | $4K | Sell |
101
-40
| -28% | -$1.61K | ﹤0.01% | 351 |
|
|
2014
Q3 | $6K | Buy |
141
+1
| +0.7% | +$41 | ﹤0.01% | 334 |
|
|
2014
Q2 | $6K | Hold |
140
| – | – | ﹤0.01% | 317 |
|
|
2014
Q1 | $6K | Hold |
140
| – | – | ﹤0.01% | 314 |
|
|
2013
Q4 | $6K | Hold |
140
| – | – | ﹤0.01% | 286 |
|
|
2013
Q3 | $5K | Hold |
140
| – | – | ﹤0.01% | 267 |
|
|
2013
Q2 | $4K | Buy |
+140
| New | +$4.35K | ﹤0.01% | 264 |
|
Other funds holding A
PAMS
