Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,484
Closed -$291K 1972
2023
Q1
$291K Buy
8,484
+535
+7% +$17.9K ﹤0.01% 1692
2022
Q4
$242K Sell
7,949
-9,054
-53% -$264K ﹤0.01% 1743
2022
Q3
$437K Sell
17,003
-7,706
-31% -$216K ﹤0.01% 1532
2022
Q2
$661K Sell
24,709
-525
-2% -$15.6K 0.01% 1435
2022
Q1
$817K Buy
25,234
+1,563
+7% +$54.5K ﹤0.01% 1466
2021
Q4
$904K Buy
23,671
+1,449
+7% +$50.8K ﹤0.01% 1410
2021
Q3
$741K Buy
22,222
+8,984
+68% +$326K ﹤0.01% 1572
2021
Q2
$450K Buy
+13,238
New +$442K ﹤0.01% 1872
2021
Q1
Sell
-8,121
Closed -$227K 2187
2020
Q4
$227K Sell
8,121
-11,009
-58% -$293K ﹤0.01% 1917
2020
Q3
$486K Sell
19,130
-1,924
-9% -$49.1K ﹤0.01% 1456
2020
Q2
$475K Sell
21,054
-21,387
-50% -$411K ﹤0.01% 1458
2020
Q1
$732K Sell
42,441
-23,291
-35% -$509K 0.01% 1226
2019
Q4
$1.58M Sell
65,732
-9,763
-13% -$209K 0.01% 1138
2019
Q3
$1.49M Sell
75,495
-15,998
-17% -$305K 0.01% 1134
2019
Q2
$1.83M Sell
91,493
-9,909
-10% -$193K 0.01% 1092
2019
Q1
$1.91M Buy
101,402
+9,018
+10% +$175K 0.02% 1094
2018
Q4
$1.76M Buy
92,384
+11,442
+14% +$232K 0.02% 1113
2018
Q3
$1.91M Sell
80,942
-27,780
-26% -$637K 0.01% 1257
2018
Q2
$2.37M Sell
108,722
-65,265
-38% -$1.51M 0.02% 1145
2018
Q1
$4.13M Sell
173,987
-33,878
-16% -$872K 0.01% 1128
2017
Q4
$5.58M Sell
207,865
-58,652
-22% -$1.51M 0.01% 976
2017
Q3
$6.6M Buy
266,517
+79,377
+42% +$1.9M 0.02% 895
2017
Q2
$4.66M Sell
187,140
-42,906
-19% -$1.05M 0.01% 1059
2017
Q1
$5.38M Sell
230,046
-46,897
-17% -$1.07M 0.01% 976
2016
Q4
$5.83M Sell
276,943
-134,079
-33% -$2.86M 0.02% 912
2016
Q3
$9.25M Buy
411,022
+71,722
+21% +$1.54M 0.03% 695
2016
Q2
$6.73M Sell
339,300
-113,127
-25% -$2.31M 0.02% 839
2016
Q1
$8.79M Buy
452,427
+77,183
+21% +$1.36M 0.03% 746
2015
Q4
$6.65M Sell
375,244
-40,924
-10% -$753K 0.02% 903
2015
Q3
$7.35M Sell
416,168
-64,431
-13% -$1.26M 0.02% 879
2015
Q2
$10M Buy
480,599
+29,587
+7% +$649K 0.03% 828
2015
Q1
$9.55M Sell
451,012
-16,539
-4% -$340K 0.02% 873
2014
Q4
$9.89M Sell
467,551
-23,839
-5% -$516K 0.02% 837
2014
Q3
$11M Buy
491,390
+47,232
+11% +$1.08M 0.03% 849
2014
Q2
$10.2M Buy
444,158
+22,000
+5% +$533K 0.03% 858
2014
Q1
$10.9M Buy
422,158
+88,427
+26% +$2.25M 0.03% 820
2013
Q4
$8.87M Buy
333,731
+126,851
+61% +$3.16M 0.03% 861
2013
Q3
$4.88M Buy
206,880
+26,559
+15% +$599K 0.02% 1112
2013
Q2
$3.9M Buy
+180,321
New +$3.99M 0.02% 1176

Other funds holding ABB