SMFS
Squar Milner Financial Services’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,891
| Closed | -$1.07M | – | 3 |
|
|
2020
Q2 | $1.07M | Buy |
10,891
+2,389
| +28% | +$234K | 0.61% | 35 |
|
|
2020
Q1 | $647K | Buy |
8,502
+666
| +8% | +$50.7K | 0.39% | 50 |
|
|
2019
Q4 | $693K | Sell |
7,836
-3,328
| -30% | -$294K | 0.35% | 58 |
|
|
2019
Q3 | $978K | Buy |
11,164
+4,965
| +80% | +$435K | 0.5% | 49 |
|
|
2019
Q2 | $451K | Buy |
6,199
+320
| +5% | +$23.3K | 0.3% | 77 |
|
|
2019
Q1 | $473K | Hold |
5,879
| – | – | 0.35% | 65 |
|
|
2018
Q4 | $542K | Buy |
5,879
+937
| +19% | +$86.4K | 0.52% | 38 |
|
|
2018
Q3 | $467K | Sell |
4,942
-2,700
| -35% | -$255K | 0.42% | 55 |
|
|
2018
Q2 | $708K | Buy |
7,642
+804
| +12% | +$74.5K | 0.62% | 33 |
|
|
2018
Q1 | $647K | Buy |
6,838
+69
| +1% | +$6.53K | 0.82% | 33 |
|
|
2017
Q4 | $828K | Buy |
+6,769
| New | +$828K | 1% | 23 |
|