IWA
Inspirion Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-350
| Closed | -$217K | – | 160 |
|
2024
Q3 | $217K | Buy |
+350
| New | +$217K | 0.03% | 144 |
|
2024
Q2 | – | Sell |
-350
| Closed | -$203K | – | 152 |
|
2024
Q1 | $203K | Buy |
+350
| New | +$203K | 0.03% | 142 |
|
2023
Q2 | – | Sell |
-427
| Closed | -$246K | – | 145 |
|
2023
Q1 | $246K | Buy |
+427
| New | +$246K | 0.05% | 120 |
|
2022
Q2 | – | Sell |
-350
| Closed | -$207K | – | 125 |
|
2022
Q1 | $207K | Hold |
350
| – | – | 0.04% | 102 |
|
2021
Q4 | $234K | Hold |
350
| – | – | 0.05% | 93 |
|
2021
Q3 | $200K | Buy |
+350
| New | +$200K | 0.05% | 88 |
|