Carolina Wealth Advisors’s Benchmark Electronics BHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19,706
| Closed | -$545K | – | 226 |
|
|
2023
Q4 | $545K | Sell |
19,706
-333
| -2% | -$9.2K | 0.28% | 54 |
|
|
2023
Q3 | $486K | Buy |
20,039
+1,301
| +7% | +$31.6K | 0.27% | 59 |
|
|
2023
Q2 | $484K | Sell |
18,738
-11,799
| -39% | -$305K | 0.29% | 47 |
|
|
2023
Q1 | $723K | Buy |
30,537
+1,931
| +7% | +$45.7K | 0.42% | 31 |
|
|
2022
Q4 | $763K | Buy |
28,606
+15,112
| +112% | +$403K | 0.48% | 27 |
|
|
2022
Q3 | $334K | Hold |
13,494
| – | – | 0.26% | 44 |
|
|
2022
Q2 | $304K | Buy |
13,494
+3,197
| +31% | +$72K | 0.2% | 57 |
|
|
2022
Q1 | $258K | Buy |
10,297
+2,451
| +31% | +$61.4K | 0.16% | 66 |
|
|
2021
Q4 | $213K | Buy |
+7,846
| New | +$213K | 0.12% | 79 |
|