BFWA
Benchmark Financial Wealth Advisors’s ServiceNow NOW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-375
| Closed | -$209K | – | 79 |
|
2022
Q1 | $209K | Sell |
375
-16
| -4% | -$8.92K | 0.09% | 72 |
|
2021
Q4 | $254K | Sell |
391
-10
| -2% | -$6.5K | 0.11% | 62 |
|
2021
Q3 | $250K | Sell |
401
-6
| -1% | -$3.74K | 0.12% | 58 |
|
2021
Q2 | $224K | Buy |
+407
| New | +$224K | 0.11% | 62 |
|
2021
Q1 | – | Sell |
-611
| Closed | -$336K | – | 70 |
|
2020
Q4 | $336K | Buy |
611
+35
| +6% | +$19.2K | 0.18% | 44 |
|
2020
Q3 | $279K | Sell |
576
-69
| -11% | -$33.4K | 0.18% | 46 |
|
2020
Q2 | $261K | Buy |
+645
| New | +$261K | 0.19% | 42 |
|