Surevest’s Allergan plc AGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-10,048
Closed -$1.68M 135
2019
Q2
$1.68M Sell
10,048
-1,524
-13% -$255K 0.87% 37
2019
Q1
$1.69M Buy
11,572
+1,668
+17% +$244K 1.04% 35
2018
Q4
$1.32M Buy
+9,904
New +$1.32M 1.05% 34