SWM
Sequoia Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,132
| Closed | -$326K | – | 54 |
|
|
2019
Q1 | $326K | Buy |
+4,132
| New | +$326K | 0.26% | 54 |
|
|
2018
Q4 | – | Sell |
-3,651
| Closed | -$266K | – | 60 |
|
|
2018
Q3 | $266K | Buy |
+3,651
| New | +$266K | 0.23% | 51 |
|
|
2018
Q2 | – | Sell |
-3,750
| Closed | -$225K | – | 54 |
|
|
2018
Q1 | $225K | Buy |
3,750
+107
| +3% | +$6.42K | 0.22% | 51 |
|
|
2017
Q4 | $215K | Buy |
+3,643
| New | +$215K | 0.19% | 55 |
|