RGT Wealth Advisors’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,096
| Closed | -$154K | – | 115 |
|
2021
Q4 | $154K | Buy |
+1,096
| New | +$154K | 0.02% | 101 |
|
2019
Q4 | – | Sell |
-3,229
| Closed | -$270K | – | 32 |
|
2019
Q3 | $270K | Buy |
3,229
+500
| +18% | +$41.8K | 0.78% | 31 |
|
2019
Q2 | $230K | Buy |
+2,729
| New | +$230K | 0.72% | 29 |
|
2018
Q2 | – | Sell |
-4,541
| Closed | -$272K | – | 43 |
|
2018
Q1 | $272K | Buy |
+4,541
| New | +$272K | 0.13% | 76 |
|
2017
Q1 | – | Sell |
-5,996
| Closed | -$230K | – | 102 |
|
2016
Q4 | $230K | Buy |
5,996
+140
| +2% | +$5.37K | 0.13% | 99 |
|
2016
Q3 | $248K | Buy |
+5,856
| New | +$248K | 0.15% | 86 |
|