Balasa Dinverno & Foltz’s Brighthouse Financial BHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.3M | Buy |
29,881
+9,805
| +49% | +$426K | 0.08% | 98 |
|
|
2022
Q2 | $824K | Buy |
20,076
+4,251
| +27% | +$174K | 0.05% | 143 |
|
|
2022
Q1 | $818K | Sell |
15,825
-616
| -4% | -$31.8K | 0.06% | 145 |
|
|
2021
Q4 | $852K | Sell |
16,441
-175
| -1% | -$9.07K | 0.05% | 146 |
|
|
2021
Q3 | $752K | Sell |
16,616
-2,638
| -14% | -$119K | 0.05% | 148 |
|
|
2021
Q2 | $877K | Sell |
19,254
-1,466
| -7% | -$66.8K | 0.06% | 131 |
|
|
2021
Q1 | $917K | Sell |
20,720
-3,513
| -14% | -$155K | 0.07% | 123 |
|
|
2020
Q4 | $877K | Sell |
24,233
-12,349
| -34% | -$447K | 0.07% | 117 |
|
|
2020
Q3 | $984K | Buy |
+36,582
| New | +$984K | 0.09% | 96 |
|
|
2020
Q2 | – | Sell |
-11,156
| Closed | -$270K | – | 241 |
|
|
2020
Q1 | $270K | Buy |
11,156
+3,348
| +43% | +$81K | 0.03% | 200 |
|
|
2019
Q4 | $306K | Buy |
+7,808
| New | +$306K | 0.03% | 208 |
|