Biltmore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,030
| Closed | -$425K | – | 53 |
|
|
2018
Q4 | $425K | Sell |
8,030
-1,274
| -14% | -$67.4K | 0.47% | 27 |
|
|
2018
Q3 | $738K | Sell |
9,304
-2,480
| -21% | -$197K | 0.61% | 18 |
|
|
2018
Q2 | $879K | Sell |
11,784
-654
| -5% | -$48.8K | 0.8% | 15 |
|
|
2018
Q1 | $871K | Sell |
12,438
-524
| -4% | -$36.7K | 0.83% | 15 |
|
|
2017
Q4 | $888K | Buy |
12,962
+5,791
| +81% | +$397K | 0.8% | 15 |
|
|
2017
Q3 | $408K | Sell |
7,171
-191
| -3% | -$10.9K | 0.43% | 28 |
|
|
2017
Q2 | $422K | Buy |
7,362
+658
| +10% | +$37.7K | 0.48% | 27 |
|
|
2017
Q1 | $330K | Sell |
6,704
-71
| -1% | -$3.5K | 0.3% | 25 |
|
|
2016
Q4 | $289K | Hold |
6,775
| – | – | 0.27% | 22 |
|
|
2016
Q3 | $259K | Sell |
6,775
-1,788
| -21% | -$68.4K | 0.23% | 25 |
|
|
2016
Q2 | $262K | Hold |
8,563
| – | – | 0.22% | 24 |
|
|
2016
Q1 | $278K | Sell |
8,563
-207
| -2% | -$6.72K | 0.23% | 30 |
|
|
2015
Q4 | $267K | Buy |
+8,770
| New | +$267K | 0.24% | 32 |
|