SWA
SOA Wealth Advisors’s Agilent Technologies A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$146 | – | 852 |
|
|
2024
Q1 | $146 | Hold |
1
| – | – | ﹤0.01% | 859 |
|
|
2023
Q4 | $139 | Sell |
1
-50
| -98% | -$6.95K | ﹤0.01% | 863 |
|
|
2023
Q3 | $5.7K | Hold |
51
| – | – | ﹤0.01% | 599 |
|
|
2023
Q2 | $6.13K | Hold |
51
| – | – | ﹤0.01% | 591 |
|
|
2023
Q1 | $7.06K | Hold |
51
| – | – | ﹤0.01% | 574 |
|
|
2022
Q4 | $7.63K | Hold |
51
| – | – | ﹤0.01% | 560 |
|
|
2022
Q3 | $6K | Hold |
51
| – | – | ﹤0.01% | 570 |
|
|
2022
Q2 | $6K | Sell |
51
-7
| -12% | -$824 | ﹤0.01% | 555 |
|
|
2022
Q1 | $7K | Hold |
58
| – | – | ﹤0.01% | 632 |
|
|
2021
Q4 | $9K | Hold |
58
| – | – | ﹤0.01% | 581 |
|
|
2021
Q3 | $9K | Hold |
58
| – | – | ﹤0.01% | 603 |
|
|
2021
Q2 | $8K | Sell |
58
-3
| -5% | -$414 | ﹤0.01% | 600 |
|
|
2021
Q1 | $7K | Sell |
61
-1
| -2% | -$115 | ﹤0.01% | 566 |
|
|
2020
Q4 | $7K | Buy |
+62
| New | +$7K | ﹤0.01% | 557 |
|