SWM
Sequoia Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,121
| Closed | -$250K | – | 53 |
|
|
2019
Q1 | $250K | Sell |
3,121
-142
| -4% | -$11.4K | 0.2% | 65 |
|
|
2018
Q4 | $301K | Buy |
3,263
+3
| +0.1% | +$277 | 0.3% | 49 |
|
|
2018
Q3 | $309K | Sell |
3,260
-441
| -12% | -$41.8K | 0.27% | 47 |
|
|
2018
Q2 | $308K | Buy |
3,701
+271
| +8% | +$22.6K | 0.33% | 45 |
|
|
2018
Q1 | $325K | Buy |
3,430
+12
| +0.4% | +$1.14K | 0.31% | 43 |
|
|
2017
Q4 | $340K | Buy |
+3,418
| New | +$340K | 0.31% | 42 |
|