Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-924
Closed -$16K 2220
2020
Q1
$16K Buy
+924
New +$20.2K ﹤0.01% 1442
2019
Q4
Sell
-73
Closed -$1K 1608
2019
Q3
$1K Hold
73
﹤0.01% 1435
2019
Q2
$1K Sell
73
-225
-76% -$4.38K ﹤0.01% 1361
2019
Q1
$5K Hold
298
﹤0.01% 1231
2018
Q4
$5K Buy
298
+225
+308% +$4.56K ﹤0.01% 1204
2018
Q3
$2K Hold
73
﹤0.01% 1345
2018
Q2
$2K Hold
73
﹤0.01% 1209
2018
Q1
$2K Buy
+73
New +$1.88K ﹤0.01% 1171
2017
Q2
Sell
-251
Closed -$6K 1156
2017
Q1
$6K Sell
251
-1,000
-80% -$22.8K ﹤0.01% 1006
2016
Q4
$26K Hold
1,251
﹤0.01% 802
2016
Q3
$29K Hold
1,251
﹤0.01% 776
2016
Q2
$24K Hold
1,251
﹤0.01% 756
2016
Q1
$23K Sell
1,251
-315
-20% -$5.57K ﹤0.01% 753
2015
Q4
$27K Buy
1,566
+73
+5% +$1.34K ﹤0.01% 730
2015
Q3
$26K Hold
1,493
﹤0.01% 702
2015
Q2
$31K Sell
1,493
-356
-19% -$7.81K ﹤0.01% 669
2015
Q1
$39K Sell
1,849
-444
-19% -$9.14K ﹤0.01% 672
2014
Q4
$47K Hold
2,293
﹤0.01% 648
2014
Q3
$51K Buy
2,293
+200
+10% +$4.58K ﹤0.01% 608
2014
Q2
$48K Hold
2,093
﹤0.01% 587
2014
Q1
$55K Hold
2,093
﹤0.01% 562
2013
Q4
$56K Hold
2,093
﹤0.01% 530
2013
Q3
$49K Hold
2,093
﹤0.01% 531
2013
Q2
$44K Buy
+2,093
New +$46.3K ﹤0.01% 540

Other funds holding ABB