Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-43,914
Closed -$1.51M 849
2023
Q1
$1.51M Sell
43,914
-500
-1% -$16.8K 0.03% 343
2022
Q4
$1.35M Sell
44,414
-33,847
-43% -$985K 0.03% 355
2022
Q3
$2.01M Sell
78,261
-4,295
-5% -$121K 0.05% 286
2022
Q2
$2.21M Sell
82,556
-7,265
-8% -$216K 0.05% 286
2022
Q1
$2.9M Sell
89,821
-2,110
-2% -$73.6K 0.05% 286
2021
Q4
$3.51M Buy
91,931
+25,105
+38% +$881K 0.06% 264
2021
Q3
$2.23M Buy
66,826
+28,867
+76% +$1.05M 0.04% 325
2021
Q2
$1.29M Sell
37,959
-500
-1% -$16.7K 0.02% 395
2021
Q1
$1.17M Buy
38,459
+550
+1% +$16.5K 0.02% 392
2020
Q4
$1.06M Sell
37,909
-500
-1% -$13.3K 0.02% 390
2020
Q3
$978K Buy
38,409
+2,774
+8% +$70.8K 0.02% 368
2020
Q2
$804K Sell
35,635
-450
-1% -$8.65K 0.02% 407
2020
Q1
$623K Sell
36,085
-3,300
-8% -$72.1K 0.02% 426
2019
Q4
$949K Sell
39,385
-3,875
-9% -$83K 0.02% 422
2019
Q3
$851K Sell
43,260
-24,468
-36% -$467K 0.02% 435
2019
Q2
$1.36M Sell
67,728
-3,832
-5% -$74.6K 0.03% 353
2019
Q1
$1.35M Sell
71,560
-4,211
-6% -$81.5K 0.03% 361
2018
Q4
$1.44M Sell
75,771
-5,950
-7% -$120K 0.04% 340
2018
Q3
$1.93M Sell
81,721
-500
-0.6% -$11.5K 0.04% 316
2018
Q2
$1.79M Sell
82,221
-70
-0.1% -$1.62K 0.04% 323
2018
Q1
$1.95M Buy
82,291
+3,148
+4% +$81K 0.04% 306
2017
Q4
$2.12M Buy
79,143
+3,380
+4% +$86.8K 0.04% 298
2017
Q3
$1.88M Buy
75,763
+1,875
+3% +$44.8K 0.03% 316
2017
Q2
$1.84M Buy
73,888
+8,406
+13% +$206K 0.04% 316
2017
Q1
$1.53M Buy
65,482
+15,500
+31% +$354K 0.03% 345
2016
Q4
$1.05M Sell
49,982
-750
-1% -$16K 0.02% 377
2016
Q3
$1.14M Sell
50,732
-2,265
-4% -$48.6K 0.02% 359
2016
Q2
$1.05M Sell
52,997
-5,200
-9% -$106K 0.02% 362
2016
Q1
$1.13M Sell
58,197
-1,125
-2% -$19.9K 0.02% 346
2015
Q4
$1.05M Sell
59,322
-1,325
-2% -$24.4K 0.02% 359
2015
Q3
$1.07M Sell
60,647
-4,138
-6% -$80.6K 0.02% 336
2015
Q2
$1.35M Sell
64,785
-2,838
-4% -$62.3K 0.03% 330
2015
Q1
$1.43M Sell
67,623
-3,225
-5% -$66.4K 0.03% 321
2014
Q4
$1.5M Sell
70,848
-500
-0.7% -$10.8K 0.03% 318
2014
Q3
$1.6M Sell
71,348
-2,250
-3% -$51.6K 0.03% 304
2014
Q2
$1.69M Sell
73,598
-41,167
-36% -$996K 0.03% 301
2014
Q1
$2.96M Sell
114,765
-7,475
-6% -$190K 0.06% 233
2013
Q4
$3.25M Buy
122,240
+715
+0.6% +$17.8K 0.06% 227
2013
Q3
$2.87M Buy
121,525
+1,325
+1% +$29.9K 0.06% 235
2013
Q2
$2.6M Buy
+120,200
New +$2.66M 0.06% 244

Other funds holding ABB