Carolina Wealth Advisors’s Brighthouse Financial BHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,571
| Closed | -$388K | – | 275 |
|
|
2022
Q4 | $388K | Buy |
7,571
+838
| +12% | +$42.9K | 0.24% | 50 |
|
|
2022
Q3 | $292K | Buy |
6,733
+662
| +11% | +$28.7K | 0.23% | 55 |
|
|
2022
Q2 | $249K | Buy |
6,071
+1,008
| +20% | +$41.3K | 0.16% | 71 |
|
|
2022
Q1 | $262K | Buy |
5,063
+438
| +9% | +$22.7K | 0.17% | 65 |
|
|
2021
Q4 | $240K | Buy |
4,625
+1,039
| +29% | +$53.9K | 0.14% | 69 |
|
|
2021
Q3 | $162K | Buy |
3,586
+622
| +21% | +$28.1K | 0.11% | 79 |
|
|
2021
Q2 | $135K | Buy |
2,964
+659
| +29% | +$30K | 0.09% | 84 |
|
|
2021
Q1 | $102K | Buy |
+2,305
| New | +$102K | 0.07% | 89 |
|