Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,900
Closed -$210K 3209
2022
Q4
$210K Buy
+6,900
New +$201K ﹤0.01% 2746
2021
Q4
Sell
-6,384
Closed -$213K 3403
2021
Q3
$213K Sell
6,384
-396
-6% -$14.4K ﹤0.01% 2757
2021
Q2
$231K Sell
6,780
-427
-6% -$14.3K ﹤0.01% 2677
2021
Q1
$220K Buy
+7,207
New +$216K ﹤0.01% 2499
2018
Q2
Sell
-9,973
Closed -$238K 2742
2018
Q1
$238K Buy
+9,973
New +$257K ﹤0.01% 2317
2015
Q3
Sell
-27,701
Closed -$579K 2214
2015
Q2
$579K Buy
27,701
+1
+0% +$22 ﹤0.01% 1379
2015
Q1
$586K Sell
27,700
-721
-3% -$14.8K ﹤0.01% 1506
2014
Q4
$601K Sell
28,421
-7,646
-21% -$165K ﹤0.01% 1437
2014
Q3
$809K Sell
36,067
-138,021
-79% -$3.16M ﹤0.01% 1377
2014
Q2
$4.01M Sell
174,088
-395
-0.2% -$9.56K 0.01% 919
2014
Q1
$4.5M Buy
174,483
+16,017
+10% +$407K 0.01% 837
2013
Q4
$4.21M Buy
158,466
+31,908
+25% +$795K 0.01% 900
2013
Q3
$2.98M Buy
126,558
+7,022
+6% +$158K 0.01% 979
2013
Q2
$2.59M Buy
+119,536
New +$2.65M 0.01% 862

Other funds holding ABB