Engrave Wealth Partners’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $261K | Buy |
2,369
+77
| +3% | +$8.48K | 0.07% | 66 |
|
|
2023
Q3 | $222K | Buy |
2,292
+400
| +21% | +$38.7K | 0.07% | 65 |
|
|
2023
Q2 | $206K | Sell |
1,892
-40
| -2% | -$4.36K | 0.07% | 65 |
|
|
2023
Q1 | $212K | Sell |
1,932
-113
| -6% | -$12.4K | 0.07% | 66 |
|
|
2022
Q4 | $228K | Buy |
+2,045
| New | +$228K | 0.08% | 63 |
|
|
2022
Q2 | – | Sell |
-1,702
| Closed | -$201K | – | 55 |
|
|
2022
Q1 | $201K | Buy |
1,702
+80
| +5% | +$9.45K | 0.08% | 55 |
|
|
2021
Q4 | $228K | Sell |
1,622
-90
| -5% | -$12.7K | 0.07% | 62 |
|
|
2021
Q3 | $202K | Sell |
1,712
-89
| -5% | -$10.5K | 0.06% | 68 |
|
|
2021
Q2 | $209K | Buy |
+1,801
| New | +$209K | 0.06% | 75 |
|
|
2020
Q3 | – | Sell |
-2,471
| Closed | -$225K | – | 49 |
|
|
2020
Q2 | $225K | Hold |
2,471
| – | – | 0.2% | 44 |
|
|
2020
Q1 | $194K | Hold |
2,471
| – | – | 0.23% | 39 |
|
|
2019
Q4 | $214K | Buy |
+2,471
| New | +$214K | 0.21% | 43 |
|