BerganKDV Wealth Management’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $12.3K | Sell |
150
-263
| -64% | -$21.6K | ﹤0.01% | 539 |
|
|
2023
Q1 | $32.4K | Buy |
413
+3
| +0.7% | +$235 | ﹤0.01% | 447 |
|
|
2022
Q4 | $32.9K | Hold |
410
| – | – | ﹤0.01% | 426 |
|
|
2022
Q3 | $26K | Hold |
410
| – | – | ﹤0.01% | 453 |
|
|
2022
Q2 | $27K | Buy |
410
+407
| +13,567% | +$26.8K | ﹤0.01% | 455 |
|
|
2022
Q1 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 995 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1052 |
|
|
2021
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1034 |
|
|
2020
Q4 | – | Sell |
-10
| Closed | -$1K | – | 941 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 762 |
|
|
2020
Q2 | $1K | Sell |
10
-104
| -91% | -$10.4K | ﹤0.01% | 824 |
|
|
2020
Q1 | $6K | Buy |
114
+97
| +571% | +$5.11K | ﹤0.01% | 546 |
|
|
2019
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 824 |
|
|
2019
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 651 |
|
|
2019
Q2 | $1K | Sell |
17
-1,700
| -99% | -$100K | ﹤0.01% | 691 |
|
|
2019
Q1 | $122K | Buy |
1,717
+1,500
| +691% | +$107K | 0.02% | 259 |
|
|
2018
Q4 | $11K | Buy |
+217
| New | +$11K | ﹤0.01% | 462 |
|