Triad Financial Advisors’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $318K | Buy |
2,134
+213
| +11% | +$31.8K | 0.11% | 70 |
|
2023
Q2 | $259K | Sell |
1,921
-7
| -0.4% | -$943 | 0.11% | 80 |
|
2023
Q1 | $307K | Sell |
1,928
-644
| -25% | -$103K | 0.13% | 72 |
|
2022
Q4 | $416K | Buy |
2,572
+32
| +1% | +$5.17K | 0.19% | 61 |
|
2022
Q3 | $341K | Buy |
2,540
+20
| +0.8% | +$2.69K | 0.19% | 64 |
|
2022
Q2 | $386K | Buy |
2,520
+209
| +9% | +$32K | 0.21% | 57 |
|
2022
Q1 | $375K | Buy |
2,311
+178
| +8% | +$28.9K | 0.2% | 67 |
|
2021
Q4 | $289K | Buy |
+2,133
| New | +$289K | 0.17% | 91 |
|