Opes Wealth Management’s Agilent Technologies A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,363
| Closed | -$202K | – | 138 |
|
2024
Q3 | $202K | Buy |
+1,363
| New | +$202K | 0.04% | 138 |
|
2023
Q1 | – | Sell |
-1,363
| Closed | -$204K | – | 109 |
|
2022
Q4 | $204K | Buy |
+1,363
| New | +$204K | 0.07% | 99 |
|
2022
Q1 | – | Sell |
-1,363
| Closed | -$218K | – | 105 |
|
2021
Q4 | $218K | Sell |
1,363
-200
| -13% | -$32K | 0.07% | 104 |
|
2021
Q3 | $246K | Hold |
1,563
| – | – | 0.09% | 88 |
|
2021
Q2 | $231K | Buy |
+1,563
| New | +$231K | 0.09% | 80 |
|