Financial Synergies Wealth Advisors’s Benchmark Electronics BHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-33
| Closed | -$991 | – | 115 |
|
|
2024
Q1 | $991 | Sell |
33
-6
| -15% | -$180 | ﹤0.01% | 409 |
|
|
2023
Q4 | $1.04K | Buy |
39
+6
| +18% | +$160 | ﹤0.01% | 319 |
|
|
2023
Q3 | $801 | Hold |
33
| – | – | ﹤0.01% | 405 |
|
|
2023
Q2 | $853 | Sell |
33
-6
| -15% | -$155 | ﹤0.01% | 395 |
|
|
2023
Q1 | $924 | Hold |
39
| – | – | ﹤0.01% | 383 |
|
|
2022
Q4 | $1.04K | Hold |
39
| – | – | ﹤0.01% | 319 |
|
|
2022
Q3 | $967 | Buy |
+39
| New | +$967 | ﹤0.01% | 299 |
|