WMA
Wealth Management Associates’s Idexx Laboratories IDXX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-521
| Closed | -$324K | – | 198 |
|
2021
Q3 | $324K | Sell |
521
-318
| -38% | -$198K | 0.19% | 129 |
|
2021
Q2 | $530K | Hold |
839
| – | – | 0.3% | 80 |
|
2021
Q1 | $411K | Hold |
839
| – | – | 0.26% | 99 |
|
2020
Q4 | $419K | Sell |
839
-90
| -10% | -$45K | 0.28% | 92 |
|
2020
Q3 | $365K | Sell |
929
-120
| -11% | -$47.2K | 0.28% | 87 |
|
2020
Q2 | $346K | Sell |
1,049
-58
| -5% | -$19.1K | 0.29% | 86 |
|
2020
Q1 | $268K | Hold |
1,107
| – | – | 0.27% | 90 |
|
2019
Q4 | $289K | Hold |
1,107
| – | – | 0.21% | 110 |
|
2019
Q3 | $301K | Buy |
+1,107
| New | +$301K | 0.24% | 101 |
|