Marcum Wealth’s Hologic HOLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,483
| Closed | -$202K | – | 422 |
|
2024
Q3 | $202K | Buy |
+2,483
| New | +$202K | 0.02% | 366 |
|
2024
Q2 | – | Sell |
-2,578
| Closed | -$201K | – | 399 |
|
2024
Q1 | $201K | Buy |
+2,578
| New | +$201K | 0.02% | 346 |
|
2023
Q3 | – | Sell |
-2,707
| Closed | -$219K | – | 385 |
|
2023
Q2 | $219K | Sell |
2,707
-33
| -1% | -$2.67K | 0.03% | 313 |
|
2023
Q1 | $221K | Buy |
+2,740
| New | +$221K | 0.03% | 302 |
|