IWC
Integrated Wealth Counsel’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $324K | Sell |
5,175
-19
| -0.4% | -$1.19K | 0.7% | 25 |
|
|
2016
Q3 | $328K | Buy |
5,194
+314
| +6% | +$19.8K | 0.69% | 23 |
|
|
2016
Q2 | $302K | Hold |
4,880
| – | – | 0.69% | 17 |
|
|
2016
Q1 | $279K | Sell |
4,880
-4,880
| -50% | -$279K | 0.64% | 17 |
|
|
2015
Q4 | $555K | Buy |
9,760
+4,880
| +100% | +$278K | 0.89% | 14 |
|
|
2015
Q3 | $266K | Hold |
4,880
| – | – | 0.45% | 15 |
|
|
2015
Q2 | $328K | Hold |
4,880
| – | – | 0.46% | 16 |
|
|
2015
Q1 | $286K | Hold |
4,880
| – | – | 0.36% | 19 |
|
|
2014
Q4 | $319K | Hold |
4,880
| – | – | 0.38% | 18 |
|
|
2014
Q3 | $282K | Hold |
4,880
| – | – | 0.29% | 20 |
|
|
2014
Q2 | $275K | Sell |
4,880
-437
| -8% | -$24.6K | 0.22% | 33 |
|
|
2014
Q1 | $273K | Hold |
5,317
| – | – | 0.22% | 50 |
|
|
2013
Q4 | $281K | Buy |
5,317
+400
| +8% | +$21.1K | 0.21% | 51 |
|
|
2013
Q3 | $220K | Buy |
4,917
+37
| +0.8% | +$1.66K | 0.16% | 57 |
|
|
2013
Q2 | $202K | Buy |
+4,880
| New | +$202K | 0.15% | 60 |
|