RWA
Rooted Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,530
| Closed | -$212K | – | 74 |
|
|
2023
Q3 | $212K | Sell |
1,530
-119
| -7% | -$16.5K | 0.13% | 71 |
|
|
2023
Q2 | $227K | Buy |
1,649
+157
| +11% | +$21.6K | 0.15% | 72 |
|
|
2023
Q1 | $241K | Buy |
1,492
+221
| +17% | +$35.7K | 0.18% | 70 |
|
|
2022
Q4 | $205K | Buy |
+1,271
| New | +$205K | 0.17% | 68 |
|