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Confluence Wealth Services’s Barrett Business Services BBSI Stock Holding History

Confluence Wealth Services’s Portfolio BBSI Stock Details BBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,600
Closed -$27K – 329
2021
Q4 		$27K Buy
+1,600
New +$30.4K 0.01% 643

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PCMF
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State Street
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2L
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Confluence Wealth Services's BBSI Position: Q1 2022 in Review

Confluence Wealth Services sold out of Barrett Business Services (BBSI) in Q1 2022, closing a stake of 1,600 shares — an estimated $27K sold.

Confluence Wealth Services first reported a position in BBSI in Q4 2021 and held it in 1 quarter. The position peaked at $27K in Q4 2021. 136 funds tracked by Wall St. Rank hold BBSI as of Q1 2022.

  • Confluence Wealth Services reported no remaining Barrett Business Services position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,600 Barrett Business Services shares in Q1 2022, an estimated $27K.
  • Confluence Wealth Services first reported a position in Barrett Business Services in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Barrett Business Services position peaked at $27K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held Barrett Business Services as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.