Everhart Financial Group’s Bath & Body Works BBWI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-4,192
| Closed | -$210K | – | 296 |
|
2024
Q1 | $210K | Buy |
+4,192
| New | +$210K | 0.06% | 260 |
|
2023
Q3 | – | Sell |
-6,390
| Closed | -$240K | – | 214 |
|
2023
Q2 | $240K | Buy |
6,390
+631
| +11% | +$23.7K | 0.1% | 184 |
|
2023
Q1 | $211K | Sell |
5,759
-447
| -7% | -$16.4K | 0.09% | 192 |
|
2022
Q4 | $262K | Sell |
6,206
-156
| -2% | -$6.57K | 0.13% | 138 |
|
2022
Q3 | $207K | Buy |
+6,362
| New | +$207K | 0.11% | 183 |
|