Clearstead Advisors’s Bentley Systems BSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.9K | Sell |
1,574
-109
| -6% | -$5.88K | ﹤0.01% | 1111 |
|
|
2025
Q1 | $66.2K | Sell |
1,683
-6,427
| -79% | -$253K | ﹤0.01% | 1098 |
|
|
2024
Q4 | $379K | Sell |
8,110
-620
| -7% | -$29K | 0.01% | 651 |
|
|
2024
Q3 | $444K | Sell |
8,730
-238
| -3% | -$12.1K | 0.01% | 599 |
|
|
2024
Q2 | $443K | Buy |
8,968
+8,912
| +15,914% | +$440K | 0.01% | 569 |
|
|
2024
Q1 | $3.07K | Hold |
56
| – | – | ﹤0.01% | 1252 |
|
|
2023
Q4 | $2.92K | Sell |
56
-56
| -50% | -$2.92K | ﹤0.01% | 1238 |
|
|
2023
Q3 | $5.62K | Buy |
112
+56
| +100% | +$2.81K | ﹤0.01% | 1217 |
|
|
2023
Q2 | $3.04K | Sell |
56
-55
| -50% | -$2.98K | ﹤0.01% | 1098 |
|
|
2023
Q1 | $4.77K | Buy |
+111
| New | +$4.77K | ﹤0.01% | 1026 |
|