Diversified Trust’s Brighthouse Financial BHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,789
| Closed | -$518K | – | 841 |
|
|
2023
Q4 | $518K | Buy |
+9,789
| New | +$518K | 0.02% | 491 |
|
|
2022
Q2 | – | Sell |
-6,006
| Closed | -$310K | – | 762 |
|
|
2022
Q1 | $310K | Sell |
6,006
-1,462
| -20% | -$75.5K | 0.01% | 604 |
|
|
2021
Q4 | $387K | Sell |
7,468
-6
| -0.1% | -$311 | 0.01% | 538 |
|
|
2021
Q3 | $338K | Sell |
7,474
-300
| -4% | -$13.6K | 0.01% | 542 |
|
|
2021
Q2 | $354K | Buy |
+7,774
| New | +$354K | 0.01% | 497 |
|