Carolina Wealth Advisors’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-4,434
| Closed | -$289K | – | 245 |
|
2022
Q2 | $289K | Buy |
4,434
+2,289
| +107% | +$149K | 0.19% | 60 |
|
2022
Q1 | $195K | Buy |
2,145
+576
| +37% | +$52.4K | 0.12% | 84 |
|
2021
Q4 | $159K | Sell |
1,569
-1,429
| -48% | -$145K | 0.09% | 92 |
|
2021
Q3 | $317K | Sell |
2,998
-104
| -3% | -$11K | 0.21% | 43 |
|
2021
Q2 | $357K | Sell |
3,102
-61
| -2% | -$7.02K | 0.24% | 42 |
|
2021
Q1 | $363K | Sell |
3,163
-3,219
| -50% | -$369K | 0.26% | 42 |
|
2020
Q4 | $637K | Sell |
6,382
-77
| -1% | -$7.69K | 0.51% | 40 |
|
2020
Q3 | $719K | Buy |
6,459
+484
| +8% | +$53.9K | 0.63% | 39 |
|
2020
Q2 | $521K | Buy |
5,975
+511
| +9% | +$44.6K | 0.5% | 42 |
|
2020
Q1 | $311K | Buy |
5,464
+2,911
| +114% | +$166K | 0.36% | 43 |
|
2019
Q4 | $224K | Buy |
+2,553
| New | +$224K | 0.21% | 48 |
|