Transform Wealth’s Varian Medical Systems, Inc. VAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-2,250
| Closed | -$255K | – | 189 |
|
2018
Q4 | $255K | Sell |
2,250
-400
| -15% | -$45.3K | 0.05% | 155 |
|
2018
Q3 | $297K | Sell |
2,650
-300
| -10% | -$33.6K | 0.05% | 162 |
|
2018
Q2 | $335K | Sell |
2,950
-200
| -6% | -$22.7K | 0.06% | 179 |
|
2018
Q1 | $386K | Hold |
3,150
| – | – | 0.07% | 185 |
|
2017
Q4 | $350K | Hold |
3,150
| – | – | 0.06% | 207 |
|
2017
Q3 | $315K | Buy |
+3,150
| New | +$315K | 0.11% | 178 |
|
2017
Q2 | – | Sell |
-3,250
| Closed | -$296K | – | 206 |
|
2017
Q1 | $296K | Sell |
3,250
-456
| -12% | -$41.5K | 0.11% | 180 |
|
2016
Q4 | $292K | Buy |
3,706
+798
| +27% | +$62.9K | 0.12% | 179 |
|
2016
Q3 | $254K | Sell |
2,908
-798
| -22% | -$69.7K | 0.11% | 179 |
|
2016
Q2 | $267K | Buy |
+3,706
| New | +$267K | 0.11% | 183 |
|