Strategic Wealth Management Group’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,008
| Closed | -$238K | – | 120 |
|
|
2020
Q2 | $238K | Buy |
+1,008
| New | +$238K | 0.14% | 79 |
|
|
2020
Q1 | – | Sell |
-958
| Closed | -$231K | – | 87 |
|
|
2019
Q4 | $231K | Buy |
+958
| New | +$231K | 0.15% | 84 |
|
|
2019
Q3 | – | Sell |
-2,037
| Closed | -$375K | – | 85 |
|
|
2019
Q2 | $375K | Sell |
2,037
-70
| -3% | -$12.9K | 0.29% | 51 |
|
|
2019
Q1 | $400K | Buy |
2,107
+125
| +6% | +$23.7K | 0.33% | 46 |
|
|
2018
Q4 | $386K | Buy |
+1,982
| New | +$386K | 0.37% | 47 |
|