BFA
BMS Financial Advisors’s ServiceNow NOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-749
| Closed | -$348K | – | 126 |
|
|
2023
Q1 | $348K | Buy |
749
+117
| +19% | +$54.4K | 0.24% | 89 |
|
|
2022
Q4 | $245K | Sell |
632
-20
| -3% | -$7.77K | 0.16% | 87 |
|
|
2022
Q3 | $246K | Sell |
652
-616
| -49% | -$232K | 0.17% | 95 |
|
|
2022
Q2 | $603K | Buy |
1,268
+71
| +6% | +$33.8K | 0.39% | 42 |
|
|
2022
Q1 | $667K | Buy |
1,197
+134
| +13% | +$74.7K | 0.42% | 44 |
|
|
2021
Q4 | $690K | Buy |
+1,063
| New | +$690K | 0.44% | 42 |
|