Integrated Wealth Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $617K | Buy |
+3,760
| New | +$617K | 0.21% | 120 |
|
|
2016
Q4 | – | Sell |
-932
| Closed | -$155K | – | 267 |
|
|
2016
Q3 | $155K | Buy |
932
+2
| +0.2% | +$333 | 0.06% | 261 |
|
|
2016
Q2 | $141K | Buy |
930
+3
| +0.3% | +$455 | 0.05% | 264 |
|
|
2016
Q1 | $139K | Sell |
927
-138
| -13% | -$20.7K | 0.06% | 240 |
|
|
2015
Q4 | $173K | Buy |
1,065
+5
| +0.5% | +$812 | 0.07% | 206 |
|
|
2015
Q3 | $147K | Buy |
1,060
+2
| +0.2% | +$277 | 0.06% | 222 |
|
|
2015
Q2 | $162K | Buy |
1,058
+215
| +26% | +$32.9K | 0.06% | 218 |
|
|
2015
Q1 | $134K | Buy |
+843
| New | +$134K | 0.06% | 242 |
|