Concord Wealth Partners’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-28
| Closed | -$1.96K | – | 830 |
|
|
2023
Q3 | $1.96K | Sell |
28
-4,149
| -99% | -$291K | ﹤0.01% | 873 |
|
|
2023
Q2 | $342K | Buy |
4,177
+1,912
| +84% | +$157K | 0.07% | 138 |
|
|
2023
Q1 | $177K | Buy |
2,265
+1,434
| +173% | +$112K | 0.05% | 180 |
|
|
2022
Q4 | $66.7K | Buy |
+831
| New | +$66.7K | 0.02% | 322 |
|
|
2022
Q3 | – | Sell |
-775
| Closed | -$51K | – | 247 |
|
|
2022
Q2 | $51K | Buy |
775
+386
| +99% | +$25.4K | 0.01% | 373 |
|
|
2022
Q1 | $35K | Buy |
389
+110
| +39% | +$9.9K | 0.01% | 495 |
|
|
2021
Q4 | $28K | Buy |
279
+254
| +1,016% | +$25.5K | 0.01% | 566 |
|
|
2021
Q3 | $3K | Sell |
25
-201
| -89% | -$24.1K | ﹤0.01% | 666 |
|
|
2021
Q2 | $26K | Sell |
226
-35
| -13% | -$4.03K | 0.01% | 450 |
|
|
2021
Q1 | $30K | Buy |
+261
| New | +$30K | 0.01% | 413 |
|