AWM
AllSquare Wealth Management’s Best Buy BBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-591
| Closed | -$46.3K | – | 567 |
|
|
2023
Q1 | $46.3K | Hold |
591
| – | – | 0.03% | 216 |
|
|
2022
Q4 | $47.4K | Hold |
591
| – | – | 0.03% | 207 |
|
|
2022
Q3 | $37K | Hold |
591
| – | – | 0.03% | 221 |
|
|
2022
Q2 | $39K | Hold |
591
| – | – | 0.03% | 228 |
|
|
2022
Q1 | $54K | Buy |
591
+124
| +27% | +$11.3K | 0.03% | 218 |
|
|
2021
Q4 | $47K | Sell |
467
-85
| -15% | -$8.56K | 0.03% | 227 |
|
|
2021
Q3 | $58K | Buy |
552
+118
| +27% | +$12.4K | 0.03% | 206 |
|
|
2021
Q2 | $50K | Hold |
434
| – | – | 0.03% | 231 |
|
|
2021
Q1 | $50K | Buy |
434
+18
| +4% | +$2.07K | 0.03% | 227 |
|
|
2020
Q4 | $42K | Hold |
416
| – | – | 0.03% | 216 |
|
|
2020
Q3 | $46K | Sell |
416
-102
| -20% | -$11.3K | 0.03% | 197 |
|
|
2020
Q2 | $45K | Sell |
518
-89
| -15% | -$7.73K | 0.03% | 186 |
|
|
2020
Q1 | $35K | Buy |
607
+78
| +15% | +$4.5K | 0.03% | 195 |
|
|
2019
Q4 | $46K | Sell |
529
-246
| -32% | -$21.4K | 0.03% | 188 |
|
|
2019
Q3 | $53K | Buy |
775
+79
| +11% | +$5.4K | 0.04% | 182 |
|
|
2019
Q2 | $49K | Hold |
696
| – | – | 0.04% | 190 |
|
|
2019
Q1 | $49K | Sell |
696
-107
| -13% | -$7.53K | 0.04% | 182 |
|
|
2018
Q4 | $43K | Buy |
803
+409
| +104% | +$21.9K | 0.04% | 177 |
|
|
2018
Q3 | $31K | Sell |
394
-56
| -12% | -$4.41K | 0.02% | 225 |
|
|
2018
Q2 | $34K | Sell |
450
-44
| -9% | -$3.32K | 0.03% | 215 |
|
|
2018
Q1 | $35K | Hold |
494
| – | – | 0.03% | 176 |
|
|
2017
Q4 | $34K | Sell |
494
-23
| -4% | -$1.58K | 0.03% | 176 |
|
|
2017
Q3 | $29K | Buy |
+517
| New | +$29K | 0.02% | 196 |
|