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Sax Wealth Advisors’s Agilent Technologies A Stock Holding History

Sax Wealth Advisors’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,877
Closed -$252K – 361
2024
Q4 		$252K Sell
1,877
-64
-3% -$8.6K 0.02% 289
2024
Q3 		$288K Buy
1,941
+341
+21% +$50.6K 0.03% 224
2024
Q2 		$207K Buy
+1,600
New +$207K 0.02% 259