BWP
BSW Wealth Partners’s Itron ITRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,053
| Closed | -$447K | – | 299 |
|
|
2023
Q1 | $447K | Sell |
8,053
-117
| -1% | -$6.49K | 0.09% | 153 |
|
|
2022
Q4 | $414K | Buy |
8,170
+847
| +12% | +$42.9K | 0.09% | 161 |
|
|
2022
Q3 | $308K | Buy |
7,323
+248
| +4% | +$10.4K | 0.08% | 178 |
|
|
2022
Q2 | $350K | Buy |
7,075
+1,087
| +18% | +$53.8K | 0.08% | 167 |
|
|
2022
Q1 | $315K | Buy |
5,988
+803
| +15% | +$42.2K | 0.08% | 199 |
|
|
2021
Q4 | $355K | Buy |
+5,185
| New | +$355K | 0.09% | 169 |
|
|
2018
Q4 | – | Sell |
-3,797
| Closed | -$244K | – | 116 |
|
|
2018
Q3 | $244K | Buy |
+3,797
| New | +$244K | 0.09% | 110 |
|