Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-18,147
Closed -$622K 10006
2023
Q1
$622K Sell
18,147
-267,928
-94% -$8.98M ﹤0.01% 5942
2022
Q4
$8.71M Sell
286,075
-209,174
-42% -$6.09M 0.02% 1775
2022
Q3
$12.7M Sell
495,249
-87,318
-15% -$2.45M 0.02% 1472
2022
Q2
$15.6M Buy
582,567
+323,171
+125% +$9.6M 0.03% 1328
2022
Q1
$8.39M Buy
259,396
+144,897
+127% +$5.05M 0.02% 2220
2021
Q4
$4.37M Sell
114,499
-47,396
-29% -$1.66M 0.01% 3062
2021
Q3
$5.4M Sell
161,895
-168,013
-51% -$6.1M 0.01% 2607
2021
Q2
$11.2M Buy
329,908
+317,297
+2,516% +$10.6M 0.03% 1589
2021
Q1
$385K Sell
12,611
-2,599
-17% -$78K ﹤0.01% 7280
2020
Q4
$425K Buy
15,210
+7,164
+89% +$191K ﹤0.01% 5964
2020
Q3
$205K Sell
8,046
-73,100
-90% -$1.87M ﹤0.01% 6406
2020
Q2
$1.83M Sell
81,146
-193,547
-70% -$3.72M 0.01% 3187
2020
Q1
$4.74M Buy
274,693
+13,684
+5% +$299K 0.02% 1222
2019
Q4
$6.29M Buy
261,009
+217,342
+498% +$4.66M 0.04% 908
2019
Q3
$859K Sell
43,667
-259,869
-86% -$4.96M 0.01% 2818
2019
Q2
$6.08M Buy
303,536
+251,362
+482% +$4.9M 0.04% 914
2019
Q1
$985K Sell
52,174
-761,343
-94% -$14.7M ﹤0.01% 2830
2018
Q4
$15.5M Buy
813,517
+186,669
+30% +$3.78M 0.15% 405
2018
Q3
$14.8M Buy
+626,848
New +$14.4M 0.09% 428
2018
Q2
Sell
-30,088
Closed -$698K 5895
2018
Q1
$714K Buy
+30,088
New +$774K 0.01% 3064
2017
Q3
Sell
-19,728
Closed -$491K 5325
2017
Q2
$491K Sell
19,728
-164,705
-89% -$4.04M ﹤0.01% 3059
2017
Q1
$4.32M Buy
+184,433
New +$4.21M 0.05% 791
2016
Q3
Hold
0
4744
2016
Q2
Hold
0
4828
2016
Q1
Sell
-11,255
Closed -$200K 4885
2015
Q4
$200K Sell
11,255
-165,712
-94% -$3.05M ﹤0.01% 3607
2015
Q3
$3.13M Sell
176,967
-521,080
-75% -$10.2M 0.04% 676
2015
Q2
$14.6M Buy
698,047
+470,069
+206% +$10.3M 0.21% 159
2015
Q1
$4.83M Buy
227,978
+117,592
+107% +$2.42M 0.08% 415
2014
Q4
$2.33M Buy
+110,386
New +$2.39M 0.03% 599
2014
Q1
Sell
-19,507
Closed -$518K 3211
2013
Q4
$518K Sell
19,507
-68,087
-78% -$1.7M 0.01% 1207
2013
Q3
$2.07M Buy
+87,594
New +$1.97M 0.04% 567

Other funds holding ABB