KWB Wealth’s Agilent Technologies A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,890
| Closed | -$461K | – | 104 |
|
|
2022
Q1 | $461K | Hold |
2,890
| – | – | 0.08% | 60 |
|
|
2021
Q4 | $461K | Buy |
2,890
+2
| +0.1% | +$319 | 0.08% | 60 |
|
|
2021
Q3 | $455K | Buy |
2,888
+186
| +7% | +$29.3K | 0.08% | 56 |
|
|
2021
Q2 | $344K | Hold |
2,702
| – | – | 0.07% | 60 |
|
|
2021
Q1 | $344K | Buy |
2,702
+312
| +13% | +$39.7K | 0.07% | 60 |
|
|
2020
Q4 | $283K | Buy |
+2,390
| New | +$283K | 0.06% | 65 |
|