WFG
ABB
Windsor Financial Group’s ABB Ltd. ABB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-10,000
| Closed | -$211K | – | 84 |
|
|
2016
Q4 | $211K | Hold |
10,000
| – | – | 0.1% | 70 |
|
|
2016
Q3 | $225K | Sell |
10,000
-15,000
| -60% | -$338K | 0.11% | 70 |
|
|
2016
Q2 | $496K | Hold |
25,000
| – | – | 0.23% | 53 |
|
|
2016
Q1 | $486K | Hold |
25,000
| – | – | 0.22% | 55 |
|
|
2015
Q4 | $443K | Hold |
25,000
| – | – | 0.22% | 54 |
|
|
2015
Q3 | $442K | Sell |
25,000
-2,122
| -8% | -$37.5K | 0.21% | 55 |
|
|
2015
Q2 | $566K | Hold |
27,122
| – | – | 0.24% | 61 |
|
|
2015
Q1 | $574K | Buy |
+27,122
| New | +$574K | 0.26% | 61 |
|