AE Wealth Management’s Black Hills Corp BKH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,330
| Closed | -$220K | – | 1231 |
|
2023
Q4 | $220K | Buy |
+4,330
| New | +$220K | ﹤0.01% | 1848 |
|
2023
Q2 | – | Sell |
-9,179
| Closed | -$579K | – | 1905 |
|
2023
Q1 | $579K | Buy |
9,179
+718
| +8% | +$45.3K | ﹤0.01% | 1270 |
|
2022
Q4 | $595K | Buy |
8,461
+525
| +7% | +$36.9K | ﹤0.01% | 1204 |
|
2022
Q3 | $537K | Buy |
7,936
+982
| +14% | +$66.4K | ﹤0.01% | 1221 |
|
2022
Q2 | $506K | Sell |
6,954
-4,818
| -41% | -$351K | ﹤0.01% | 1196 |
|
2022
Q1 | $907K | Buy |
11,772
+805
| +7% | +$62K | 0.01% | 949 |
|
2021
Q4 | $774K | Buy |
+10,967
| New | +$774K | 0.01% | 1056 |
|