Charles Schwab’s Benefytt Technologies, Inc. Class A Common Stock BFYT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-154,023
| Closed | -$3.15M | – | 3380 |
|
2020
Q2 | $3.15M | Buy |
154,023
+89,994
| +141% | +$1.84M | ﹤0.01% | 2255 |
|
2020
Q1 | $1.43M | Buy |
64,029
+1,210
| +2% | +$27.1K | ﹤0.01% | 2397 |
|
2019
Q4 | $1.21M | Buy |
62,819
+766
| +1% | +$14.8K | ﹤0.01% | 2541 |
|
2019
Q3 | $1.55M | Sell |
62,053
-40,083
| -39% | -$999K | ﹤0.01% | 2465 |
|
2019
Q2 | $2.65M | Sell |
102,136
-12,043
| -11% | -$312K | ﹤0.01% | 2274 |
|
2019
Q1 | $3.06M | Buy |
114,179
+2,905
| +3% | +$77.9K | ﹤0.01% | 2207 |
|
2018
Q4 | $2.98M | Buy |
111,274
+42,738
| +62% | +$1.14M | ﹤0.01% | 2169 |
|
2018
Q3 | $4.23M | Buy |
68,536
+6,809
| +11% | +$420K | ﹤0.01% | 2139 |
|
2018
Q2 | $2M | Buy |
61,727
+2,046
| +3% | +$66.2K | ﹤0.01% | 2377 |
|
2018
Q1 | $1.73M | Sell |
59,681
-4,170
| -7% | -$121K | ﹤0.01% | 2372 |
|
2017
Q4 | $1.59M | Buy |
63,851
+5,009
| +9% | +$125K | ﹤0.01% | 2378 |
|
2017
Q3 | $854K | Buy |
58,842
+40,142
| +215% | +$583K | ﹤0.01% | 2546 |
|
2017
Q2 | $440K | Buy |
+18,700
| New | +$440K | ﹤0.01% | 2734 |
|