SMFS
Squar Milner Financial Services’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-16,086
| Closed | -$1.47M | – | 4 |
|
|
2020
Q2 | $1.47M | Buy |
16,086
+2,753
| +21% | +$252K | 0.84% | 21 |
|
|
2020
Q1 | $1.05M | Buy |
13,333
+4,477
| +51% | +$353K | 0.63% | 20 |
|
|
2019
Q4 | $769K | Sell |
8,856
-8,023
| -48% | -$697K | 0.38% | 48 |
|
|
2019
Q3 | $1.84M | Buy |
16,879
+10,740
| +175% | +$1.17M | 0.94% | 20 |
|
|
2019
Q2 | $516K | Sell |
6,139
-1,351
| -18% | -$114K | 0.35% | 61 |
|
|
2019
Q1 | $598K | Hold |
7,490
| – | – | 0.44% | 43 |
|
|
2018
Q4 | $542K | Buy |
7,490
+960
| +15% | +$69.5K | 0.52% | 39 |
|
|
2018
Q3 | $479K | Sell |
6,530
-1,144
| -15% | -$83.9K | 0.43% | 54 |
|
|
2018
Q2 | $468K | Buy |
7,674
+140
| +2% | +$8.54K | 0.41% | 55 |
|
|
2018
Q1 | $451K | Buy |
7,534
+11
| +0.1% | +$658 | 0.57% | 51 |
|
|
2017
Q4 | $476K | Buy |
+7,523
| New | +$476K | 0.58% | 49 |
|