Lucia Wealth Services’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.05M | Buy |
9,648
+716
| +8% | +$77.9K | 0.25% | 68 |
|
|
2020
Q2 | $817K | Buy |
8,932
+379
| +4% | +$34.7K | 0.22% | 77 |
|
|
2020
Q1 | $675K | Buy |
8,553
+8,392
| +5,212% | +$662K | 0.22% | 78 |
|
|
2019
Q4 | $14K | Hold |
161
| – | – | ﹤0.01% | 175 |
|
|
2019
Q3 | $13K | Hold |
161
| – | – | ﹤0.01% | 156 |
|
|
2019
Q2 | $14K | Hold |
161
| – | – | ﹤0.01% | 162 |
|
|
2019
Q1 | $13K | Buy |
+161
| New | +$13K | ﹤0.01% | 178 |
|
|
2018
Q4 | – | Sell |
-202
| Closed | -$15K | – | 171 |
|
|
2018
Q3 | $15K | Buy |
+202
| New | +$15K | ﹤0.01% | 204 |
|
|
2018
Q2 | – | Sell |
-10,172
| Closed | -$610K | – | 201 |
|
|
2018
Q1 | $610K | Buy |
10,172
+3,376
| +50% | +$202K | 0.2% | 95 |
|
|
2017
Q4 | $388K | Buy |
+6,796
| New | +$388K | 0.17% | 96 |
|