Elmwood Wealth Management’s Agilent Technologies A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-500
| Closed | -$80K | – | 114 |
|
2021
Q4 | $80K | Buy |
+500
| New | +$80K | 0.04% | 163 |
|
2021
Q2 | $74K | Hold |
500
| – | – | 0.04% | 149 |
|
2021
Q1 | $64K | Buy |
+500
| New | +$64K | 0.04% | 150 |
|
2020
Q3 | $44K | Hold |
500
| – | – | 0.04% | 137 |
|
2020
Q2 | $44K | Sell |
500
-268
| -35% | -$23.6K | 0.04% | 137 |
|
2020
Q1 | $51.4K | Buy |
+768
| New | +$51.4K | 0.05% | 125 |
|
2019
Q4 | – | Sell |
-500
| Closed | -$38K | – | 87 |
|
2019
Q3 | $38K | Hold |
500
| – | – | 0.04% | 121 |
|
2019
Q2 | $37K | Hold |
500
| – | – | 0.03% | 134 |
|
2019
Q1 | $40K | Sell |
500
-168
| -25% | -$13.4K | 0.04% | 130 |
|
2018
Q4 | $45K | Hold |
668
| – | – | 0.04% | 131 |
|
2018
Q3 | $47.1K | Sell |
668
-100
| -13% | -$7.05K | 0.04% | 137 |
|
2018
Q2 | $47.5K | Hold |
768
| – | – | 0.04% | 133 |
|
2018
Q1 | $51.4K | Buy |
+768
| New | +$51.4K | 0.05% | 125 |
|