WealthSource Partners’s Agilent Technologies A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $303K | Buy |
2,180
+34
| +2% | +$4.73K | 0.02% | 415 |
|
|
2023
Q3 | $240K | Buy |
2,146
+30
| +1% | +$3.36K | 0.02% | 440 |
|
|
2023
Q2 | $254K | Sell |
2,116
-2
| -0.1% | -$241 | 0.02% | 437 |
|
|
2023
Q1 | $293K | Sell |
2,118
-11
| -0.5% | -$1.52K | 0.02% | 407 |
|
|
2022
Q4 | $319K | Buy |
2,129
+277
| +15% | +$41.5K | 0.02% | 383 |
|
|
2022
Q3 | $225K | Buy |
+1,852
| New | +$225K | 0.02% | 444 |
|
|
2022
Q2 | – | Sell |
-1,567
| Closed | -$207K | – | 512 |
|
|
2022
Q1 | $207K | Buy |
1,567
+151
| +11% | +$19.9K | 0.01% | 539 |
|
|
2021
Q4 | $226K | Sell |
1,416
-121
| -8% | -$19.3K | 0.02% | 493 |
|
|
2021
Q3 | $242K | Buy |
+1,537
| New | +$242K | 0.02% | 445 |
|