BFA
BMS Financial Advisors’s Ferrari RACE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $351K | Sell |
1,074
-943
| -47% | -$308K | 0.23% | 81 |
|
|
2023
Q1 | $546K | Sell |
2,017
-25
| -1% | -$6.77K | 0.38% | 60 |
|
|
2022
Q4 | $436K | Buy |
2,042
+64
| +3% | +$13.7K | 0.29% | 63 |
|
|
2022
Q3 | $371K | Sell |
1,978
-1
| -0.1% | -$188 | 0.26% | 75 |
|
|
2022
Q2 | $362K | Buy |
1,979
+98
| +5% | +$17.9K | 0.24% | 72 |
|
|
2022
Q1 | $416K | Buy |
1,881
+134
| +8% | +$29.6K | 0.26% | 80 |
|
|
2021
Q4 | $450K | Buy |
+1,747
| New | +$450K | 0.29% | 71 |
|