BFWA
Benchmark Financial Wealth Advisors’s Core Alternative Capital CCOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-135,563
| Closed | -$3.74M | – | 80 |
|
|
2023
Q3 | $3.74M | Sell |
135,563
-20,612
| -13% | -$569K | 1.76% | 14 |
|
|
2023
Q2 | $4.36M | Sell |
156,175
-31,624
| -17% | -$883K | 2.02% | 12 |
|
|
2023
Q1 | $5.6M | Buy |
187,799
+3,999
| +2% | +$119K | 2.88% | 11 |
|
|
2022
Q4 | $5.8M | Buy |
+183,800
| New | +$5.8M | 3.16% | 10 |
|