Baker Tilly Wealth Management’s BJs Wholesale Club BJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,919
| Closed | -$448K | – | 295 |
|
|
2024
Q1 | $448K | Sell |
5,919
-283
| -5% | -$21.4K | 0.08% | 279 |
|
|
2023
Q4 | $413K | Sell |
6,202
-149
| -2% | -$9.93K | 0.07% | 328 |
|
|
2023
Q3 | $453K | Sell |
6,351
-63
| -1% | -$4.5K | 0.07% | 279 |
|
|
2023
Q2 | $404K | Sell |
6,414
-53
| -0.8% | -$3.34K | 0.04% | 393 |
|
|
2023
Q1 | $492K | Buy |
+6,467
| New | +$492K | 0.06% | 337 |
|