BFWA
Benchmark Financial Wealth Advisors’s Alpha Pro Tech APT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,000
| Closed | -$49K | – | 69 |
|
|
2022
Q2 | $49K | Hold |
11,000
| – | – | 0.03% | 72 |
|
|
2022
Q1 | $46K | Hold |
11,000
| – | – | 0.02% | 77 |
|
|
2021
Q4 | $66K | Hold |
11,000
| – | – | 0.03% | 77 |
|
|
2021
Q3 | $74K | Hold |
11,000
| – | – | 0.04% | 67 |
|
|
2021
Q2 | $94K | Hold |
11,000
| – | – | 0.04% | 67 |
|
|
2021
Q1 | $107K | Hold |
11,000
| – | – | 0.06% | 62 |
|
|
2020
Q4 | $123K | Sell |
11,000
-2,685
| -20% | -$30K | 0.07% | 67 |
|
|
2020
Q3 | $202K | Buy |
13,685
+2,685
| +24% | +$39.6K | 0.13% | 58 |
|
|
2020
Q2 | $195K | Buy |
+11,000
| New | +$195K | 0.14% | 53 |
|