Exencial Wealth Advisors’s Bright Horizons BFAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,370
| Closed | -$206K | – | 242 |
|
|
2019
Q4 | $206K | Hold |
1,370
| – | – | 0.04% | 255 |
|
|
2019
Q3 | $209K | Sell |
1,370
-440
| -24% | -$67.1K | 0.04% | 234 |
|
|
2019
Q2 | $273K | Hold |
1,810
| – | – | 0.06% | 189 |
|
|
2019
Q1 | $230K | Sell |
1,810
-200
| -10% | -$25.4K | 0.05% | 204 |
|
|
2018
Q4 | $224K | Buy |
+2,010
| New | +$224K | 0.06% | 190 |
|