Atlas Private Wealth Advisors’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-11,110
| Closed | -$772K | – | 164 |
|
2023
Q3 | $772K | Buy |
11,110
+1,000
| +10% | +$69.5K | 0.15% | 86 |
|
2023
Q2 | $829K | Buy |
10,110
+5,038
| +99% | +$413K | 0.17% | 83 |
|
2023
Q1 | $397K | Hold |
5,072
| – | – | 0.18% | 88 |
|
2022
Q4 | $407K | Sell |
5,072
-30
| -0.6% | -$2.41K | 0.22% | 86 |
|
2022
Q3 | $323K | Sell |
5,102
-13
| -0.3% | -$823 | 0.19% | 95 |
|
2022
Q2 | $333K | Buy |
+5,115
| New | +$333K | 0.2% | 98 |
|
2021
Q2 | – | Sell |
-20
| Closed | -$2K | – | 780 |
|
2021
Q1 | $2K | Buy |
20
+9
| +82% | +$900 | ﹤0.01% | 721 |
|
2020
Q4 | $1K | Sell |
11
-114
| -91% | -$10.4K | ﹤0.01% | 687 |
|
2020
Q3 | $14K | Hold |
125
| – | – | 0.01% | 352 |
|
2020
Q2 | $11K | Buy |
+125
| New | +$11K | 0.01% | 390 |
|