HCR Wealth Advisors’s Baxter International BAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,000
| Closed | -$525K | – | 239 |
|
|
2019
Q3 | $525K | Sell |
6,000
-262
| -4% | -$22.9K | 0.17% | 92 |
|
|
2019
Q2 | $513K | Sell |
6,262
-370
| -6% | -$30.3K | 0.15% | 98 |
|
|
2019
Q1 | $509K | Buy |
6,632
+332
| +5% | +$25.5K | 0.15% | 105 |
|
|
2018
Q4 | $395K | Hold |
6,300
| – | – | 0.13% | 113 |
|
|
2018
Q3 | $412K | Sell |
6,300
-62
| -1% | -$4.06K | 0.13% | 109 |
|
|
2018
Q2 | $448K | Buy |
+6,362
| New | +$448K | 0.15% | 110 |
|
|
2017
Q4 | – | Sell |
-6,112
| Closed | -$384K | – | 173 |
|
|
2017
Q3 | $384K | Buy |
+6,112
| New | +$384K | 0.16% | 112 |
|
|
2017
Q2 | – | Sell |
-6,412
| Closed | -$317K | – | 152 |
|
|
2017
Q1 | $317K | Hold |
6,412
| – | – | 0.16% | 112 |
|
|
2016
Q4 | $271K | Buy |
+6,412
| New | +$271K | 0.14% | 113 |
|