Corient Private Wealth’s Brookdale Senior Living BKD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $74.8K | Sell |
10,741
-1,191
| -10% | -$8.29K | ﹤0.01% | 2458 |
|
2025
Q1 | $74.7K | Sell |
11,932
-13,068
| -52% | -$81.8K | ﹤0.01% | 2194 |
|
2024
Q4 | $126K | Sell |
25,000
-100
| -0.4% | -$503 | ﹤0.01% | 2198 |
|
2024
Q3 | $170K | Buy |
25,100
+100
| +0.4% | +$679 | ﹤0.01% | 2225 |
|
2024
Q2 | $171K | Buy |
+25,000
| New | +$171K | ﹤0.01% | 2139 |
|
2023
Q3 | – | Sell |
-49,001
| Closed | -$207K | – | 2140 |
|
2023
Q2 | $207K | Buy |
49,001
+14,001
| +40% | +$59.1K | ﹤0.01% | 1853 |
|
2023
Q1 | $103K | Buy |
+35,000
| New | +$103K | ﹤0.01% | 1866 |
|