Wealth Effects’s Hologic HOLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,500
| Closed | -$250K | – | 222 |
|
|
2023
Q4 | $250K | Hold |
3,500
| – | – | 0.09% | 180 |
|
|
2023
Q3 | $243K | Hold |
3,500
| – | – | 0.12% | 146 |
|
|
2023
Q2 | $283K | Sell |
3,500
-1,500
| -30% | -$121K | 0.12% | 141 |
|
|
2023
Q1 | $404K | Hold |
5,000
| – | – | 0.21% | 113 |
|
|
2022
Q4 | $374K | Hold |
5,000
| – | – | 0.21% | 111 |
|
|
2022
Q3 | $323K | Sell |
5,000
-2,500
| -33% | -$162K | 0.2% | 111 |
|
|
2022
Q2 | $520K | Hold |
7,500
| – | – | 0.31% | 75 |
|
|
2022
Q1 | $576K | Sell |
7,500
-30
| -0.4% | -$2.3K | 0.27% | 75 |
|
|
2021
Q4 | $576K | Buy |
+7,530
| New | +$576K | 0.24% | 89 |
|