Wealthspire Advisors (New York)’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 |
-1,777
| Closed | -$280K | – | 535 |
|
2021
Q3 | $280K | Buy |
+1,777
| New | +$280K | 0.01% | 471 |
|
2021
Q2 | – | Sell |
-5,351
| Closed | -$680K | – | 367 |
|
2021
Q1 | $680K | Buy |
5,351
+2,712
| +103% | +$345K | 0.02% | 331 |
|
2020
Q4 | $313K | Buy |
+2,639
| New | +$313K | 0.01% | 424 |
|
2020
Q2 | – | Sell |
-7,568
| Closed | -$542K | – | 281 |
|
2020
Q1 | $542K | Buy |
+7,568
| New | +$542K | 0.02% | 280 |
|
2019
Q1 | – | Sell |
-220
| Closed | -$15K | – | 46 |
|
2018
Q4 | $15K | Buy |
+220
| New | +$15K | ﹤0.01% | 398 |
|