EverSource Wealth Advisors’s Bentley Systems BSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
7,384
-2,781
| -27% | -$150K | 0.02% | 536 |
|
|
2025
Q1 | $400K | Buy |
10,165
+130
| +1% | +$5.11K | 0.02% | 437 |
|
|
2024
Q4 | $469K | Buy |
10,035
+317
| +3% | +$14.8K | 0.03% | 388 |
|
|
2024
Q3 | $494K | Buy |
9,718
+150
| +2% | +$7.62K | 0.03% | 327 |
|
|
2024
Q2 | $466K | Sell |
9,568
-95
| -1% | -$4.63K | 0.03% | 333 |
|
|
2024
Q1 | $508K | Buy |
9,663
+85
| +0.9% | +$4.47K | 0.04% | 266 |
|
|
2023
Q4 | $500K | Sell |
9,578
-20
| -0.2% | -$1.04K | 0.05% | 247 |
|
|
2023
Q3 | $481K | Sell |
9,598
-242
| -2% | -$12.1K | 0.05% | 234 |
|
|
2023
Q2 | $534K | Sell |
9,840
-100
| -1% | -$5.42K | 0.06% | 222 |
|
|
2023
Q1 | $427K | Sell |
9,940
-5
| -0.1% | -$215 | 0.05% | 242 |
|
|
2022
Q4 | $368K | Sell |
9,945
-7,356
| -43% | -$272K | 0.06% | 244 |
|
|
2022
Q3 | $529K | Sell |
17,301
-2,082
| -11% | -$63.7K | 0.12% | 164 |
|
|
2022
Q2 | $646K | Buy |
19,383
+5,032
| +35% | +$168K | 0.17% | 116 |
|
|
2022
Q1 | $634K | Buy |
14,351
+9,048
| +171% | +$400K | 0.16% | 123 |
|
|
2021
Q4 | $256K | Buy |
+5,303
| New | +$256K | 0.07% | 189 |
|