SWM
SVA Wealth Management’s Biogen BIIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,336
| Closed | -$316K | – | 207 |
|
|
2019
Q1 | $316K | Sell |
1,336
-198
| -13% | -$46.8K | 0.03% | 178 |
|
|
2018
Q4 | $462K | Sell |
1,534
-3,755
| -71% | -$1.13M | 0.05% | 154 |
|
|
2018
Q3 | $1.87M | Sell |
5,289
-2,216
| -30% | -$783K | 0.19% | 92 |
|
|
2018
Q2 | $2.18M | Buy |
7,505
+1,108
| +17% | +$322K | 0.24% | 88 |
|
|
2018
Q1 | $2M | Buy |
6,397
+152
| +2% | +$47.6K | 0.25% | 91 |
|
|
2017
Q4 | $1.99M | Sell |
6,245
-152
| -2% | -$48.4K | 0.23% | 94 |
|
|
2017
Q3 | $2M | Sell |
6,397
-166
| -3% | -$52K | 0.25% | 91 |
|
|
2017
Q2 | $1.78M | Sell |
6,563
-1
| -0% | -$271 | 0.23% | 94 |
|
|
2017
Q1 | $1.8M | Buy |
6,564
+442
| +7% | +$121K | 0.24% | 88 |
|
|
2016
Q4 | $1.74M | Sell |
6,122
-1,196
| -16% | -$339K | 0.26% | 88 |
|
|
2016
Q3 | $2.29M | Buy |
7,318
+506
| +7% | +$158K | 0.36% | 79 |
|
|
2016
Q2 | $1.65M | Buy |
6,812
+863
| +15% | +$209K | 0.27% | 89 |
|
|
2016
Q1 | $1.55M | Buy |
5,949
+4,410
| +287% | +$1.15M | 0.26% | 90 |
|
|
2015
Q4 | $471K | Sell |
1,539
-20
| -1% | -$6.12K | 0.08% | 155 |
|
|
2015
Q3 | $455K | Buy |
1,559
+39
| +3% | +$11.4K | 0.08% | 153 |
|
|
2015
Q2 | $614K | Hold |
1,520
| – | – | 0.11% | 145 |
|
|
2015
Q1 | $642K | Hold |
1,520
| – | – | 0.12% | 144 |
|
|
2014
Q4 | $516K | Hold |
1,520
| – | – | 0.19% | 112 |
|
|
2014
Q3 | $503K | Buy |
1,520
+20
| +1% | +$6.62K | 0.21% | 99 |
|
|
2014
Q2 | $473K | Hold |
1,500
| – | – | 0.2% | 102 |
|
|
2014
Q1 | $459K | Hold |
1,500
| – | – | 0.22% | 99 |
|
|
2013
Q4 | $419K | Buy |
+1,500
| New | +$419K | 0.25% | 95 |
|