Walled Lake Planning & Wealth Management’s Agilent Technologies A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-328
| Closed | -$52K | – | 98 |
|
|
2021
Q3 | $52K | Hold |
328
| – | – | 0.03% | 162 |
|
|
2021
Q2 | $48K | Hold |
328
| – | – | 0.03% | 153 |
|
|
2021
Q1 | $42K | Hold |
328
| – | – | 0.03% | 155 |
|
|
2020
Q4 | $39K | Hold |
328
| – | – | 0.03% | 150 |
|
|
2020
Q3 | $33K | Hold |
328
| – | – | 0.03% | 148 |
|
|
2020
Q2 | $29K | Hold |
328
| – | – | 0.02% | 131 |
|
|
2020
Q1 | $23K | Hold |
328
| – | – | 0.02% | 135 |
|
|
2019
Q4 | $28K | Buy |
+328
| New | +$28K | 0.02% | 141 |
|