SWM
Selective Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,606
| Closed | -$155K | – | 130 |
|
|
2022
Q3 | $155K | Buy |
1,606
+27
| +2% | +$2.61K | 0.07% | 154 |
|
|
2022
Q2 | $172K | Sell |
1,579
-39
| -2% | -$4.25K | 0.06% | 156 |
|
|
2022
Q1 | $192K | Buy |
1,618
+148
| +10% | +$17.6K | 0.07% | 138 |
|
|
2021
Q4 | $207K | Buy |
1,470
+400
| +37% | +$56.3K | 0.08% | 122 |
|
|
2021
Q3 | $126K | Buy |
1,070
+425
| +66% | +$50K | 0.07% | 149 |
|
|
2021
Q2 | $75K | Buy |
645
+200
| +45% | +$23.3K | 0.06% | 140 |
|
|
2021
Q1 | $53K | Buy |
445
+350
| +368% | +$41.7K | 0.05% | 121 |
|
|
2020
Q4 | $10K | Buy |
95
+50
| +111% | +$5.26K | 0.01% | 240 |
|
|
2020
Q3 | $5K | Hold |
45
| – | – | ﹤0.01% | 244 |
|
|
2020
Q2 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 312 |
|