BSW Wealth Partners’s New York Times NYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,847
| Closed | -$312K | – | 323 |
|
|
2022
Q3 | $312K | Buy |
10,847
+392
| +4% | +$11.3K | 0.08% | 173 |
|
|
2022
Q2 | $292K | Buy |
10,455
+1,143
| +12% | +$31.9K | 0.07% | 196 |
|
|
2022
Q1 | $427K | Buy |
9,312
+1,119
| +14% | +$51.3K | 0.11% | 145 |
|
|
2021
Q4 | $396K | Buy |
8,193
+737
| +10% | +$35.6K | 0.1% | 149 |
|
|
2021
Q3 | $367K | Buy |
7,456
+790
| +12% | +$38.9K | 0.1% | 142 |
|
|
2021
Q2 | $290K | Buy |
6,666
+1,787
| +37% | +$77.7K | 0.08% | 180 |
|
|
2021
Q1 | $247K | Buy |
4,879
+504
| +12% | +$25.5K | 0.07% | 179 |
|
|
2020
Q4 | $226K | Buy |
+4,375
| New | +$226K | 0.07% | 158 |
|