Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-118,812
Closed -$4.08M 840
2023
Q1
$4.08M Sell
118,812
-2,631
-2% -$88.2K 0.03% 253
2022
Q4
$3.7M Sell
121,443
-1,422
-1% -$41.4K 0.03% 262
2022
Q3
$3.15M Sell
122,865
-37,089
-23% -$1.04M 0.03% 274
2022
Q2
$4.28M Buy
159,954
+15,211
+11% +$452K 0.03% 241
2022
Q1
$4.68M Buy
144,743
+13,951
+11% +$487K 0.03% 269
2021
Q4
$4.99M Buy
130,792
+91,878
+236% +$3.22M 0.03% 255
2021
Q3
$1.3M Sell
38,914
-4,947
-11% -$180K 0.01% 479
2021
Q2
$1.49M Buy
43,861
+1,038
+2% +$34.7K 0.01% 439
2021
Q1
$1.3M Buy
42,823
+3,302
+8% +$99.1K 0.01% 432
2020
Q4
$1.1M Sell
39,521
-283
-0.7% -$7.54K 0.01% 425
2020
Q3
$1.01M Buy
+39,804
New +$1.02M 0.01% 393
2020
Q2
Sell
-64,051
Closed -$1.11M 735
2020
Q1
$1.11M Sell
64,051
-5,270
-8% -$115K 0.02% 321
2019
Q4
$1.67M Sell
69,321
-2,924
-4% -$62.6K 0.02% 312
2019
Q3
$1.42M Buy
72,245
+3,668
+5% +$70K 0.02% 332
2019
Q2
$1.37M Sell
68,577
-23,597
-26% -$460K 0.02% 345
2019
Q1
$1.74M Buy
92,174
+8,005
+10% +$155K 0.02% 294
2018
Q4
$1.6M Buy
84,169
+7,196
+9% +$146K 0.02% 296
2018
Q3
$1.82M Buy
76,973
+33,789
+78% +$775K 0.02% 304
2018
Q2
$1.01M Sell
43,184
-136
-0.3% -$3.16K 0.01% 380
2018
Q1
$1.03M Buy
43,320
+3,117
+8% +$80.2K 0.01% 389
2017
Q4
$1.08M Buy
40,203
+769
+2% +$19.8K 0.01% 397
2017
Q3
$976K Buy
39,434
+24,584
+166% +$588K 0.01% 402
2017
Q2
$370K Buy
14,850
+314
+2% +$7.7K 0.01% 525
2017
Q1
$341K Sell
14,536
-1,197
-8% -$27.4K 0.01% 577
2016
Q4
$332K Buy
15,733
+2,288
+17% +$48.8K 0.01% 640
2016
Q3
$303K Sell
13,445
-59
-0.4% -$1.26K 0.01% 658
2016
Q2
$269K Buy
13,504
+520
+4% +$10.6K 0.01% 613
2016
Q1
$252K Sell
12,984
-2,024
-13% -$35.8K 0.01% 585
2015
Q4
$262K Hold
15,008
0.01% 694
2015
Q3
$266K Buy
15,008
+1,116
+8% +$21.8K 0.01% 667
2015
Q2
$295K Buy
13,892
+4,075
+42% +$89.4K 0.01% 631
2015
Q1
$208K Buy
9,817
+160
+2% +$3.29K 0.01% 569
2014
Q4
$204K Buy
9,657
+100
+1% +$2.16K 0.01% 540
2014
Q3
$214K Hold
9,557
﹤0.01% 543
2014
Q2
$220K Buy
9,557
+502
+6% +$12.2K ﹤0.01% 523
2014
Q1
$233K Sell
9,055
-15,912
-64% -$405K 0.01% 509
2013
Q4
$663K Buy
24,967
+3,306
+15% +$82.3K 0.02% 327
2013
Q3
$511K Buy
21,661
+1,733
+9% +$39.1K 0.01% 334
2013
Q2
$431K Buy
+19,928
New +$441K 0.02% 306

Other funds holding ABB