Endurance Wealth Management’s Bright Horizons BFAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $28K | Sell |
300
-100
| -25% | -$9.33K | ﹤0.01% | 398 |
|
|
2023
Q1 | $31K | Hold |
400
| – | – | ﹤0.01% | 392 |
|
|
2022
Q4 | $25K | Sell |
400
-75
| -16% | -$4.69K | ﹤0.01% | 391 |
|
|
2022
Q3 | $27K | Sell |
475
-2,120
| -82% | -$121K | ﹤0.01% | 381 |
|
|
2022
Q2 | $219K | Sell |
2,595
-700
| -21% | -$59.1K | 0.03% | 182 |
|
|
2022
Q1 | $437K | Sell |
3,295
-144
| -4% | -$19.1K | 0.06% | 144 |
|
|
2021
Q4 | $433K | Sell |
3,439
-17,335
| -83% | -$2.18M | 0.05% | 159 |
|
|
2021
Q3 | $2.9M | Buy |
20,774
+1,925
| +10% | +$268K | 0.32% | 74 |
|
|
2021
Q2 | $2.77M | Buy |
18,849
+2,799
| +17% | +$412K | 0.31% | 76 |
|
|
2021
Q1 | $2.75M | Buy |
16,050
+85
| +0.5% | +$14.6K | 0.32% | 76 |
|
|
2020
Q4 | $2.76M | Buy |
15,965
+500
| +3% | +$86.5K | 0.35% | 72 |
|
|
2020
Q3 | $2.35M | Buy |
15,465
+4,385
| +40% | +$667K | 0.35% | 69 |
|
|
2020
Q2 | $1.3M | Buy |
+11,080
| New | +$1.3M | 0.21% | 83 |
|