Summit Wealth & Retirement Planning’s Agilent Technologies A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,576
| Closed | -$582K | – | 79 |
|
|
2021
Q1 | $582K | Hold |
4,576
| – | – | 0.22% | 68 |
|
|
2020
Q4 | $542K | Hold |
4,576
| – | – | 0.21% | 77 |
|
|
2020
Q3 | $462K | Hold |
4,576
| – | – | 0.2% | 76 |
|
|
2020
Q2 | $404K | Hold |
4,576
| – | – | 0.19% | 84 |
|
|
2020
Q1 | $328K | Hold |
4,576
| – | – | 0.18% | 90 |
|
|
2019
Q4 | $390K | Sell |
4,576
-8
| -0.2% | -$682 | 0.17% | 96 |
|
|
2019
Q3 | $351K | Hold |
4,584
| – | – | 0.21% | 91 |
|
|
2019
Q2 | $342K | Hold |
4,584
| – | – | 0.2% | 100 |
|
|
2019
Q1 | $368K | Hold |
4,584
| – | – | 0.22% | 95 |
|
|
2018
Q4 | $309K | Buy |
+4,584
| New | +$309K | 0.23% | 86 |
|