Genovese Burford & Brothers Wealth & Retirement Plan Management’s Agilent Technologies A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $396K | Hold |
3,341
| – | – | 0.1% | 73 |
|
|
2020
Q3 | $337K | Hold |
3,341
| – | – | 0.1% | 63 |
|
|
2020
Q2 | $295K | Hold |
3,341
| – | – | 0.09% | 60 |
|
|
2020
Q1 | $239K | Hold |
3,341
| – | – | 0.07% | 78 |
|
|
2019
Q4 | $285K | Sell |
3,341
-76
| -2% | -$6.48K | 0.07% | 89 |
|
|
2019
Q3 | $262K | Hold |
3,417
| – | – | 0.07% | 88 |
|
|
2019
Q2 | $255K | Hold |
3,417
| – | – | 0.07% | 85 |
|
|
2019
Q1 | $275K | Buy |
3,417
+35
| +1% | +$2.82K | 0.08% | 74 |
|
|
2018
Q4 | $228K | Sell |
3,382
-40
| -1% | -$2.7K | 0.07% | 78 |
|
|
2018
Q3 | $241K | Hold |
3,422
| – | – | 0.08% | 79 |
|
|
2018
Q2 | $212K | Buy |
3,422
+103
| +3% | +$6.38K | 0.08% | 74 |
|
|
2018
Q1 | $222K | Hold |
3,319
| – | – | 0.08% | 71 |
|
|
2017
Q4 | $244K | Hold |
3,319
| – | – | 0.64% | 32 |
|
|
2017
Q3 | $213K | Hold |
3,319
| – | – | 0.09% | 58 |
|
|
2017
Q2 | $196K | Buy |
3,319
+486
| +17% | +$28.7K | 0.08% | 57 |
|
|
2017
Q1 | $150K | Sell |
2,833
-38
| -1% | -$2.01K | 0.06% | 73 |
|
|
2016
Q4 | $131K | Hold |
2,871
| – | – | 0.04% | 96 |
|
|
2016
Q3 | $135K | Hold |
2,871
| – | – | 0.05% | 82 |
|
|
2016
Q2 | $127K | Sell |
2,871
-362
| -11% | -$16K | 0.05% | 84 |
|
|
2016
Q1 | $128K | Buy |
3,233
+400
| +14% | +$15.8K | 0.06% | 78 |
|
|
2015
Q4 | $118K | Buy |
+2,833
| New | +$118K | 0.06% | 79 |
|