SWM
SVA Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.88M | Sell |
3,765
-557
| -13% | -$279K | 0.16% | 102 |
|
|
2020
Q3 | $2.12M | Buy |
4,322
+3,510
| +432% | +$1.72M | 0.21% | 90 |
|
|
2020
Q2 | $353K | Sell |
812
-13
| -2% | -$5.65K | 0.04% | 164 |
|
|
2020
Q1 | $263K | Hold |
825
| – | – | 0.03% | 171 |
|
|
2019
Q4 | $272K | Hold |
825
| – | – | 0.02% | 183 |
|
|
2019
Q3 | $228K | Hold |
825
| – | – | 0.02% | 188 |
|
|
2019
Q2 | $243K | Sell |
825
-82
| -9% | -$24.2K | 0.02% | 191 |
|
|
2019
Q1 | $242K | Hold |
907
| – | – | 0.02% | 194 |
|
|
2018
Q4 | $205K | Hold |
907
| – | – | 0.02% | 198 |
|
|
2018
Q3 | $245K | Buy |
907
+82
| +10% | +$22.2K | 0.02% | 200 |
|
|
2018
Q2 | $201K | Buy |
+825
| New | +$201K | 0.02% | 206 |
|