WIA
Westbourne Investment Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-3,725
| Closed | -$567K | – | 107 |
|
|
2016
Q2 | $567K | Sell |
3,725
-210
| -5% | -$32K | 0.51% | 56 |
|
|
2016
Q1 | $590K | Sell |
3,935
-125
| -3% | -$18.7K | 0.56% | 54 |
|
|
2015
Q4 | $659K | Sell |
4,060
-1,425
| -26% | -$231K | 0.64% | 49 |
|
|
2015
Q3 | $759K | Sell |
5,485
-585
| -10% | -$81K | 0.76% | 43 |
|
|
2015
Q2 | $932K | Buy |
+6,070
| New | +$932K | 0.85% | 41 |
|