PWA
Phoenix Wealth Advisors’s Agilent Technologies A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,357
| Closed | -$283K | – | 108 |
|
|
2023
Q2 | $283K | Sell |
2,357
-119
| -5% | -$14.3K | 0.17% | 90 |
|
|
2023
Q1 | $343K | Sell |
2,476
-159
| -6% | -$22K | 0.21% | 65 |
|
|
2022
Q4 | $394K | Sell |
2,635
-409
| -13% | -$61.2K | 0.24% | 53 |
|
|
2022
Q3 | $370K | Sell |
3,044
-142
| -4% | -$17.3K | 0.37% | 61 |
|
|
2022
Q2 | $378K | Sell |
3,186
-447
| -12% | -$53K | 0.37% | 61 |
|
|
2022
Q1 | $482K | Buy |
+3,633
| New | +$482K | 0.5% | 50 |
|