IWS
Insight Wealth Strategies’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-29,997
| Closed | -$2.61M | – | 151 |
|
|
2019
Q4 | $2.61M | Sell |
29,997
-5,518
| -16% | -$479K | 0.55% | 31 |
|
|
2019
Q3 | $2.97M | Buy |
35,515
+3,825
| +12% | +$320K | 0.7% | 24 |
|
|
2019
Q2 | $2.67M | Buy |
31,690
+4,675
| +17% | +$393K | 0.65% | 25 |
|
|
2019
Q1 | $2.16M | Buy |
27,015
+375
| +1% | +$30K | 0.6% | 32 |
|
|
2018
Q4 | $1.93M | Buy |
+26,640
| New | +$1.93M | 0.59% | 27 |
|