SWA
Safir Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,939
| Closed | -$211K | – | 14 |
|
|
2022
Q2 | $211K | Hold |
1,939
| – | – | 0.21% | 14 |
|
|
2022
Q1 | $230K | Buy |
1,939
+239
| +14% | +$28.4K | 0.19% | 13 |
|
|
2021
Q4 | $239K | Hold |
1,700
| – | – | 0.19% | 12 |
|
|
2021
Q3 | $201K | Buy |
+1,700
| New | +$201K | 0.17% | 15 |
|
|
2021
Q2 | – | Sell |
-1,700
| Closed | -$204K | – | 14 |
|
|
2021
Q1 | $204K | Hold |
1,700
| – | – | 0.19% | 13 |
|
|
2020
Q4 | $186K | Buy |
+1,700
| New | +$186K | 0.17% | 14 |
|