Meristem Family 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
Q1 | – | Sell |
-1,993
| Closed | -$318K | – | 338 |
|
|
2021
Q4 | $318K | Hold |
1,993
| – | – | 0.03% | 290 |
|
|
2021
Q3 | $314K | Buy |
1,993
+150
| +8% | +$23.6K | 0.03% | 309 |
|
|
2021
Q2 | $272K | Hold |
1,843
| – | – | 0.04% | 268 |
|
|
2021
Q1 | $234K | Hold |
1,843
| – | – | 0.05% | 207 |
|
|
2020
Q4 | $218K | Buy |
+1,843
| New | +$218K | 0.05% | 203 |
|