Edge Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-327
| Closed | -$4K | – | 409 |
|
2021
Q4 | $4K | Hold |
327
| – | – | ﹤0.01% | 360 |
|
2021
Q3 | $5K | Hold |
327
| – | – | ﹤0.01% | 352 |
|
2021
Q2 | $6K | Hold |
327
| – | – | ﹤0.01% | 338 |
|
2021
Q1 | $6K | Hold |
327
| – | – | ﹤0.01% | 329 |
|
2020
Q4 | $6K | Hold |
327
| – | – | ﹤0.01% | 292 |
|
2020
Q3 | $6K | Sell |
327
-1,006
| -75% | -$18.5K | ﹤0.01% | 350 |
|
2020
Q2 | $24K | Hold |
1,333
| – | – | ﹤0.01% | 336 |
|
2020
Q1 | $20K | Hold |
1,333
| – | – | ﹤0.01% | 315 |
|
2019
Q4 | $26K | Sell |
1,333
-1,031
| -44% | -$20.1K | 0.01% | 309 |
|
2019
Q3 | $40K | Hold |
2,364
| – | – | 0.01% | 268 |
|
2019
Q2 | $42K | Sell |
2,364
-352
| -13% | -$6.25K | 0.01% | 273 |
|
2019
Q1 | $55K | Buy |
+2,716
| New | +$55K | 0.01% | 232 |
|