Wealthstreet Investment Advisors’s Hologic HOLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,200
| Closed | -$387K | – | 192 |
|
|
2021
Q1 | $387K | Hold |
5,200
| – | – | 0.04% | 287 |
|
|
2020
Q4 | $379K | Hold |
5,200
| – | – | 0.04% | 272 |
|
|
2020
Q3 | $346K | Hold |
5,200
| – | – | 0.04% | 267 |
|
|
2020
Q2 | $296K | Sell |
5,200
-6,000
| -54% | -$342K | 0.04% | 274 |
|
|
2020
Q1 | $393K | Hold |
11,200
| – | – | 0.06% | 216 |
|
|
2019
Q4 | $585K | Hold |
11,200
| – | – | 0.07% | 218 |
|
|
2019
Q3 | $539K | Hold |
11,200
| – | – | 0.07% | 214 |
|
|
2019
Q2 | $538K | Hold |
11,200
| – | – | 0.07% | 214 |
|
|
2019
Q1 | $542K | Sell |
11,200
-2,350
| -17% | -$114K | 0.07% | 213 |
|
|
2018
Q4 | $605K | Sell |
13,550
-700
| -5% | -$31.3K | 0.08% | 190 |
|
|
2018
Q3 | $584K | Sell |
14,250
-300
| -2% | -$12.3K | 0.07% | 221 |
|
|
2018
Q2 | $578K | Sell |
14,550
-1,800
| -11% | -$71.5K | 0.08% | 220 |
|
|
2018
Q1 | $611K | Hold |
16,350
| – | – | 0.08% | 209 |
|
|
2017
Q4 | $699K | Buy |
+16,350
| New | +$699K | 0.08% | 193 |
|