Edge Wealth Management’s Brookdale Senior Living BKD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,000
| Closed | -$5K | – | 149 |
|
2021
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 329 |
|
2021
Q3 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 332 |
|
2021
Q2 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 318 |
|
2021
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 323 |
|
2020
Q4 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 302 |
|
2020
Q3 | $3K | Sell |
1,000
-1,000
| -50% | -$3K | ﹤0.01% | 374 |
|
2020
Q2 | $6K | Hold |
2,000
| – | – | ﹤0.01% | 516 |
|
2020
Q1 | $6K | Hold |
2,000
| – | – | ﹤0.01% | 442 |
|
2019
Q4 | $15K | Hold |
2,000
| – | – | ﹤0.01% | 366 |
|
2019
Q3 | $15K | Hold |
2,000
| – | – | ﹤0.01% | 354 |
|
2019
Q2 | $14K | Hold |
2,000
| – | – | ﹤0.01% | 374 |
|
2019
Q1 | $13K | Hold |
2,000
| – | – | ﹤0.01% | 367 |
|
2018
Q4 | $13K | Hold |
2,000
| – | – | ﹤0.01% | 369 |
|
2018
Q3 | $20K | Hold |
2,000
| – | – | ﹤0.01% | 364 |
|
2018
Q2 | $18K | Hold |
2,000
| – | – | ﹤0.01% | 356 |
|
2018
Q1 | $13K | Hold |
2,000
| – | – | ﹤0.01% | 346 |
|
2017
Q4 | $19K | Hold |
2,000
| – | – | 0.01% | 312 |
|
2017
Q3 | $21K | Hold |
2,000
| – | – | 0.01% | 303 |
|
2017
Q2 | $29K | Hold |
2,000
| – | – | 0.01% | 252 |
|
2017
Q1 | $27K | Hold |
2,000
| – | – | 0.01% | 258 |
|
2016
Q4 | $25K | Hold |
2,000
| – | – | 0.01% | 245 |
|
2016
Q3 | $35K | Hold |
2,000
| – | – | 0.01% | 208 |
|
2016
Q2 | $31K | Hold |
2,000
| – | – | 0.01% | 208 |
|
2016
Q1 | $32K | Hold |
2,000
| – | – | 0.01% | 198 |
|
2015
Q4 | $37K | Hold |
2,000
| – | – | 0.01% | 209 |
|
2015
Q3 | $45K | Sell |
2,000
-500
| -20% | -$11.3K | 0.02% | 185 |
|
2015
Q2 | $87K | Buy |
+2,500
| New | +$87K | 0.03% | 152 |
|