Bartlett & Co Wealth Management’s Brighthouse Financial BHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-72
| Closed | -$3.52K | – | 1244 |
|
|
2023
Q3 | $3.52K | Sell |
72
-8
| -10% | -$392 | ﹤0.01% | 1031 |
|
|
2023
Q2 | $3.79K | Buy |
80
+72
| +900% | +$3.41K | ﹤0.01% | 1019 |
|
|
2023
Q1 | $353 | Hold |
8
| – | – | ﹤0.01% | 1038 |
|
|
2022
Q4 | $410 | Hold |
8
| – | – | ﹤0.01% | 1071 |
|
|
2022
Q3 | $347 | Hold |
8
| – | – | ﹤0.01% | 1153 |
|
|
2022
Q2 | $328 | Hold |
8
| – | – | ﹤0.01% | 1279 |
|
|
2022
Q1 | $413 | Buy |
+8
| New | +$413 | ﹤0.01% | 1047 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | -$91 | – | 453 |
|
|
2021
Q3 | $91 | Hold |
2
| – | – | ﹤0.01% | 932 |
|
|
2021
Q2 | $91 | Sell |
2
-1
| -33% | -$46 | ﹤0.01% | 1065 |
|
|
2021
Q1 | $133 | Hold |
3
| – | – | ﹤0.01% | 1096 |
|
|
2020
Q4 | $109 | Hold |
3
| – | – | ﹤0.01% | 1197 |
|
|
2020
Q3 | $81 | Hold |
3
| – | – | ﹤0.01% | 831 |
|
|
2020
Q2 | $83 | Sell |
3
-1
| -25% | -$28 | ﹤0.01% | 836 |
|
|
2020
Q1 | $97 | Sell |
4
-44
| -92% | -$1.07K | ﹤0.01% | 834 |
|
|
2019
Q4 | $1.88K | Hold |
48
| – | – | ﹤0.01% | 813 |
|
|
2019
Q3 | $1.94K | Buy |
48
+12
| +33% | +$486 | ﹤0.01% | 827 |
|
|
2019
Q2 | $1.32K | Hold |
36
| – | – | ﹤0.01% | 695 |
|
|
2019
Q1 | $1.31K | Sell |
36
-109
| -75% | -$3.95K | ﹤0.01% | 670 |
|
|
2018
Q4 | $4.42K | Sell |
145
-377
| -72% | -$11.5K | ﹤0.01% | 628 |
|
|
2018
Q3 | $23.1K | Sell |
522
-716
| -58% | -$31.7K | ﹤0.01% | 524 |
|
|
2018
Q2 | $49.6K | Sell |
1,238
-949
| -43% | -$38K | ﹤0.01% | 428 |
|
|
2018
Q1 | $112K | Buy |
+2,187
| New | +$112K | ﹤0.01% | 306 |
|