Ropes Wealth Advisors’s Agilent Technologies A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $215K | Sell |
1,924
-283
| -13% | -$31.6K | 0.04% | 242 |
|
|
2023
Q2 | $265K | Buy |
+2,207
| New | +$265K | 0.04% | 236 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 246 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 806 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$4K | – | 564 |
|
|
2020
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 462 |
|
|
2018
Q4 | – | Sell |
-57
| Closed | -$4K | – | 495 |
|
|
2018
Q3 | $4K | Hold |
57
| – | – | ﹤0.01% | 499 |
|
|
2018
Q2 | $4K | Hold |
57
| – | – | ﹤0.01% | 505 |
|
|
2018
Q1 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 494 |
|
|
2017
Q2 | – | Sell |
-611
| Closed | -$32K | – | 510 |
|
|
2017
Q1 | $32K | Hold |
611
| – | – | 0.01% | 369 |
|
|
2016
Q4 | $28K | Hold |
611
| – | – | 0.01% | 370 |
|
|
2016
Q3 | $29K | Hold |
611
| – | – | 0.01% | 325 |
|
|
2016
Q2 | $27K | Hold |
611
| – | – | 0.01% | 310 |
|
|
2016
Q1 | $24K | Hold |
611
| – | – | 0.01% | 267 |
|
|
2015
Q4 | $26K | Hold |
611
| – | – | 0.01% | 283 |
|
|
2015
Q3 | $21K | Hold |
611
| – | – | 0.01% | 309 |
|
|
2015
Q2 | $24K | Hold |
611
| – | – | 0.01% | 217 |
|
|
2015
Q1 | $25K | Buy |
+611
| New | +$25K | 0.01% | 216 |
|