9258 Wealth Management’s BGC Group BGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $117K | Buy |
12,777
+9
| +0.1% | +$83 | 0.02% | 351 |
|
|
2024
Q2 | $106K | Buy |
12,768
+9
| +0.1% | +$75 | 0.02% | 338 |
|
|
2024
Q1 | $99.1K | Buy |
+12,759
| New | +$99.1K | 0.02% | 342 |
|
|
2023
Q4 | – | Sell |
-12,748
| Closed | -$67.3K | – | 313 |
|
|
2023
Q3 | $67.3K | Buy |
12,748
+8
| +0.1% | +$42 | 0.01% | 319 |
|
|
2023
Q2 | $56.4K | Buy |
12,740
+10
| +0.1% | +$44 | 0.01% | 316 |
|
|
2023
Q1 | $66.6K | Sell |
12,730
-2,492
| -16% | -$13K | 0.01% | 318 |
|
|
2022
Q4 | $57.4K | Buy |
15,222
+9
| +0.1% | +$34 | 0.01% | 323 |
|
|
2022
Q3 | $48K | Sell |
15,213
-1,257
| -8% | -$3.97K | 0.01% | 317 |
|
|
2022
Q2 | $56K | Buy |
16,470
+13
| +0.1% | +$44 | 0.01% | 330 |
|
|
2022
Q1 | $72K | Sell |
16,457
-1,903
| -10% | -$8.33K | 0.02% | 349 |
|
|
2021
Q4 | $85K | Buy |
18,360
+8
| +0% | +$37 | 0.02% | 363 |
|
|
2021
Q3 | $96K | Sell |
18,352
-3,494
| -16% | -$18.3K | 0.03% | 343 |
|
|
2021
Q2 | $124K | Buy |
21,846
+602
| +3% | +$3.42K | 0.03% | 343 |
|
|
2021
Q1 | $103K | Sell |
21,244
-1,992
| -9% | -$9.66K | 0.03% | 327 |
|
|
2020
Q4 | $93K | Sell |
23,236
-1,800
| -7% | -$7.2K | 0.03% | 306 |
|
|
2020
Q3 | $74K | Buy |
25,036
+22
| +0.1% | +$65 | 0.03% | 292 |
|
|
2020
Q2 | $69K | Buy |
25,014
+18
| +0.1% | +$50 | 0.03% | 275 |
|
|
2020
Q1 | $72K | Sell |
24,996
-4,865
| -16% | -$14K | 0.03% | 264 |
|
|
2019
Q4 | $177K | Buy |
29,861
+90
| +0.3% | +$533 | 0.06% | 291 |
|
|
2019
Q3 | $164K | Buy |
29,771
+102
| +0.3% | +$562 | 0.13% | 167 |
|
|
2019
Q2 | $155K | Sell |
29,669
-4,421
| -13% | -$23.1K | 0.12% | 170 |
|
|
2019
Q1 | $84K | Buy |
34,090
+17,810
| +109% | +$43.9K | 0.07% | 169 |
|
|
2018
Q4 | $84K | Buy |
+16,280
| New | +$84K | 0.08% | 165 |
|