Institute for Wealth Management’s Allergan plc AGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,015
| Closed | -$711K | – | 443 |
|
|
2020
Q1 | $711K | Sell |
4,015
-208
| -5% | -$36.8K | 0.22% | 129 |
|
|
2019
Q4 | $807K | Sell |
4,223
-402
| -9% | -$76.8K | 0.18% | 162 |
|
|
2019
Q3 | $778K | Sell |
4,625
-227
| -5% | -$38.2K | 0.2% | 151 |
|
|
2019
Q2 | $812K | Sell |
4,852
-446
| -8% | -$74.6K | 0.18% | 169 |
|
|
2019
Q1 | $776K | Sell |
5,298
-56
| -1% | -$8.2K | 0.17% | 166 |
|
|
2018
Q4 | $716K | Buy |
+5,354
| New | +$716K | 0.29% | 107 |
|