Mount Yale Investment Advisors’s ABB Ltd. ABB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-21,090
| Closed | -$723K | – | 521 |
|
|
2023
Q1 | $723K | Buy |
21,090
+7,477
| +55% | +$256K | 0.08% | 244 |
|
|
2022
Q4 | $415K | Buy |
13,613
+1,443
| +12% | +$44K | 0.05% | 299 |
|
|
2022
Q3 | $312K | Buy |
12,170
+2,716
| +29% | +$69.6K | 0.04% | 333 |
|
|
2022
Q2 | $253K | Buy |
+9,454
| New | +$253K | 0.03% | 394 |
|
|
2018
Q4 | – | Sell |
-6,220
| Closed | -$128K | – | 837 |
|
|
2018
Q3 | $128K | Sell |
6,220
-446
| -7% | -$9.18K | 0.02% | 368 |
|
|
2018
Q2 | $145K | Buy |
6,666
+640
| +11% | +$13.9K | 0.03% | 359 |
|
|
2018
Q1 | $143K | Buy |
+6,026
| New | +$143K | 0.03% | 349 |
|