SFMG Wealth Advisors’s Allergan plc AGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-12,338
| Closed | -$1.65M | – | 155 |
|
2018
Q4 | $1.65M | Buy |
12,338
+245
| +2% | +$32.7K | 0.27% | 34 |
|
2018
Q3 | $1.97M | Sell |
12,093
-65
| -0.5% | -$10.6K | 0.3% | 28 |
|
2018
Q2 | $2.03M | Buy |
12,158
+2,880
| +31% | +$480K | 0.33% | 28 |
|
2018
Q1 | $1.56M | Buy |
9,278
+3,258
| +54% | +$548K | 0.26% | 30 |
|
2017
Q4 | $985K | Buy |
+6,020
| New | +$985K | 0.16% | 45 |
|
2016
Q4 | – | Sell |
-7,636
| Closed | -$1.76M | – | 123 |
|
2016
Q3 | $1.76M | Buy |
+7,636
| New | +$1.76M | 0.39% | 34 |
|
2016
Q1 | – | Sell |
-2,180
| Closed | -$681K | – | 121 |
|
2015
Q4 | $681K | Buy |
+2,180
| New | +$681K | 0.16% | 61 |
|