Bernzott Capital Advisors’s Plexus PLXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,960
| Closed | -$924K | – | 38 |
|
|
2024
Q2 | $924K | Sell |
8,960
-325
| -4% | -$33.5K | 0.43% | 35 |
|
|
2024
Q1 | $880K | Sell |
9,285
-18,535
| -67% | -$1.76M | 0.35% | 35 |
|
|
2023
Q4 | $3.01M | Sell |
27,820
-14,869
| -35% | -$1.61M | 1.17% | 40 |
|
|
2023
Q3 | $3.97M | Sell |
42,689
-26,930
| -39% | -$2.5M | 1.37% | 41 |
|
|
2023
Q2 | $6.84M | Buy |
+69,619
| New | +$6.84M | 1.48% | 36 |
|