TFO Wealth Partners’s Agilent Technologies A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-3
| Closed | -$437 | – | 51 |
|
2024
Q1 | $437 | Hold |
3
| – | – | ﹤0.01% | 292 |
|
2023
Q4 | $417 | Sell |
3
-2,608
| -100% | -$363K | ﹤0.01% | 388 |
|
2023
Q3 | $314K | Hold |
2,611
| – | – | 0.07% | 33 |
|
2023
Q2 | $314K | Hold |
2,611
| – | – | 0.07% | 31 |
|
2023
Q1 | $361K | Buy |
2,611
+2,603
| +32,538% | +$360K | 0.08% | 30 |
|
2022
Q4 | $1.27K | Buy |
+8
| New | +$1.27K | ﹤0.01% | 318 |
|
2022
Q3 | – | Sell |
-11
| Closed | -$1K | – | 135 |
|
2022
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 367 |
|